+118.7%
ONTO vs FIVE
+59.0%
+59.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.1% | +4.6% |
| 7D | +9.7% | +3.7% | +6.0% | +8.3% |
| 30D | -8.8% | +4.0% | -12.8% | -10.4% |
| 3M | +4.5% | +36.2% | -31.7% | -7.0% |
| 6M | +56.4% | +18.0% | +38.4% | +45.5% |
| YTD | +78.1% | +34.9% | +43.2% | +58.1% |
| 1Y | +171.3% | +67.9% | +103.3% | +122.9% |
| 3Y | +118.7% | +57.3% | +61.3% | +44.5% |
| All | +118.7% | +59.0% | +59.6% | +44.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling