+199.8%
ONTO vs FGI
-70.4%
+270.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +7.5% | -1.4% | +6.1% |
| 7D | -1.0% | +0.5% | -1.6% | -1.0% |
| 30D | -2.9% | +65.4% | -68.3% | -4.1% |
| 3M | -2.5% | +23.5% | -26.0% | -3.4% |
| 6M | +28.2% | +60.5% | -32.3% | +26.1% |
| YTD | +69.8% | +30.0% | +39.8% | +67.0% |
| 1Y | +162.9% | +82.1% | +80.8% | +159.4% |
| 3Y | +95.9% | -4.4% | +100.3% | +107.4% |
| All | +199.8% | -70.4% | +270.1% | +242.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded FGI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling