+74.5%
ONTO vs FGI
-70.3%
+144.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | 0.0% | -15.6% | -15.6% |
| 7D | -29.7% | -11.6% | -18.1% | -29.6% |
| 30D | -50.3% | -3.3% | -47.0% | -50.3% |
| 3M | -43.5% | +65.6% | -109.1% | -44.2% |
| 6M | -48.9% | -2.8% | -46.1% | -49.3% |
| YTD | -1.2% | +30.1% | -31.3% | -2.9% |
| 1Y | +14.9% | +50.2% | -35.3% | +13.1% |
| 3Y | +31.2% | -0.4% | +31.6% | +38.3% |
| All | +74.5% | -70.3% | +144.8% | +99.2% |
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