+423.1%
ONTO vs FHN
+90.0%
+333.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +1.7% | -10.4% | -9.4% |
| 7D | -17.4% | +2.3% | -19.7% | -18.3% |
| 30D | -43.2% | +1.6% | -44.8% | -43.7% |
| 3M | -35.7% | -8.4% | -27.4% | -33.4% |
| 6M | -38.3% | -2.3% | -36.0% | -37.8% |
| YTD | +17.1% | +1.5% | +15.6% | +16.1% |
| 1Y | +43.1% | +15.0% | +28.1% | +34.7% |
| 3Y | +55.4% | +120.9% | -65.4% | +12.7% |
| 5Y | +111.2% | +64.0% | +47.2% | +56.1% |
| All | +423.1% | +90.0% | +333.1% | +263.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling