+390.5%
ONTO vs FIVE
+84.3%
+306.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.4% | +11.5% | +11.3% |
| 7D | -14.0% | -0.3% | -13.8% | -14.1% |
| 30D | -43.1% | +17.7% | -60.7% | -47.4% |
| 3M | -35.5% | +4.0% | -39.5% | -37.2% |
| 6M | -41.1% | +2.6% | -43.7% | -43.0% |
| YTD | +9.8% | +27.6% | -17.8% | -4.3% |
| 1Y | +31.5% | +59.9% | -28.4% | +3.0% |
| 3Y | +45.2% | +35.8% | +9.4% | +10.3% |
| 5Y | +86.7% | +14.4% | +72.3% | +47.2% |
| All | +390.5% | +84.3% | +306.2% | +124.8% |
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