+658.6%
ONTO vs FIVE
+93.4%
+565.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.1% | +1.1% | +3.8% |
| 7D | -1.0% | +4.3% | -5.3% | -2.9% |
| 30D | -2.9% | +12.5% | -15.4% | -8.4% |
| 3M | -2.5% | +31.2% | -33.7% | -14.5% |
| 6M | +28.2% | +14.4% | +13.8% | +18.5% |
| YTD | +69.8% | +33.9% | +35.9% | +45.7% |
| 1Y | +162.9% | +65.1% | +97.8% | +104.6% |
| 3Y | +95.9% | +49.0% | +47.0% | +42.3% |
| 5Y | +244.5% | +30.3% | +214.2% | +154.3% |
| All | +658.6% | +93.4% | +565.2% | +242.3% |
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