+54.8%
ONTO vs FGI
+2.3%
+52.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -5.0% | -3.7% | -8.7% |
| 7D | -17.4% | +3.3% | -20.7% | -17.4% |
| 30D | -43.2% | -2.0% | -41.2% | -43.2% |
| 3M | -35.7% | +60.3% | -96.0% | -35.7% |
| 6M | -38.3% | +0.7% | -39.0% | -38.4% |
| YTD | +17.1% | +30.2% | -13.1% | +17.4% |
| 1Y | +43.1% | +44.4% | -1.2% | +44.8% |
| All | +54.8% | +2.3% | +52.5% | +86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling