+45.2%
ONTO vs FHN
+114.0%
-68.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.3% | +11.4% | +11.3% |
| 7D | -14.0% | -1.0% | -13.0% | -13.5% |
| 30D | -43.1% | +0.2% | -43.3% | -43.2% |
| 3M | -35.5% | -9.0% | -26.5% | -31.7% |
| 6M | -41.1% | -6.8% | -34.2% | -38.5% |
| YTD | +9.8% | -1.5% | +11.3% | +10.2% |
| 1Y | +31.5% | +10.9% | +20.6% | +22.8% |
| 3Y | +45.2% | +119.4% | -74.2% | +9.7% |
| All | +45.2% | +114.0% | -68.8% | +9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling