+106.7%
ONTO vs FGI
-70.3%
+177.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -5.0% | -3.7% | -8.6% |
| 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% | -36.5% |
| 6M | -38.3% | +0.7% | -39.0% | -38.9% |
| YTD | +17.1% | +30.2% | -13.1% | +15.1% |
| 1Y | +43.1% | +44.4% | -1.2% | +40.8% |
| 3Y | +55.4% | -0.4% | +55.8% | +63.9% |
| All | +106.7% | -70.3% | +177.0% | +136.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling