+449.2%
ONTO vs FHN
+88.4%
+360.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.1% | +9.9% | +11.1% |
| 7D | +1.4% | -0.5% | +1.8% | +1.7% |
| 30D | -34.1% | +1.9% | -36.1% | -34.6% |
| 3M | -37.1% | -6.9% | -30.1% | -35.1% |
| 6M | -31.8% | -3.1% | -28.8% | -30.9% |
| YTD | +22.9% | +0.6% | +22.3% | +22.6% |
| 1Y | +39.5% | +12.4% | +27.1% | +32.9% |
| 3Y | +57.7% | +133.7% | -76.0% | +12.3% |
| 5Y | +115.8% | +61.4% | +54.5% | +61.1% |
| All | +449.2% | +88.4% | +360.9% | +284.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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