+493.5%
ONTO vs FIVE
+89.5%
+403.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.4% | -1.1% | -1.8% |
| 7D | +34.4% | +2.4% | +32.0% | +33.1% |
| 30D | -20.4% | +15.8% | -36.3% | -25.9% |
| 3M | -37.8% | +3.8% | -41.6% | -39.5% |
| 6M | -24.6% | +18.5% | -43.1% | -31.7% |
| YTD | +32.8% | +31.2% | +1.6% | +14.5% |
| 1Y | +54.7% | +61.8% | -7.1% | +20.6% |
| 3Y | +54.7% | +39.9% | +14.8% | +16.0% |
| 5Y | +134.0% | +18.3% | +115.7% | +81.9% |
| All | +493.5% | +89.5% | +403.9% | +168.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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