+238.0%
ONTO vs FHN
+86.2%
+151.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.2% | +6.2% |
| 7D | -1.0% | +1.2% | -2.2% | -1.5% |
| 30D | -2.9% | -4.7% | +1.8% | -1.2% |
| 3M | -2.5% | +3.5% | -6.0% | -3.6% |
| 6M | +28.2% | +7.8% | +20.4% | +25.2% |
| YTD | +69.8% | +5.9% | +63.9% | +66.5% |
| 1Y | +162.9% | +12.5% | +150.4% | +152.0% |
| 3Y | +95.9% | +117.2% | -21.3% | +61.7% |
| All | +238.0% | +86.2% | +151.8% | +172.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling