+45.2%
ONTO vs FIVE
+34.8%
+10.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.4% | +11.5% | +11.2% |
| 7D | -14.0% | -0.3% | -13.8% | -14.0% |
| 30D | -43.1% | +17.7% | -60.7% | -46.5% |
| 3M | -35.5% | +4.0% | -39.5% | -36.8% |
| 6M | -41.1% | +2.6% | -43.7% | -42.4% |
| YTD | +9.8% | +27.6% | -17.8% | -1.1% |
| 1Y | +31.5% | +59.9% | -28.4% | +9.0% |
| 3Y | +45.2% | +35.8% | +9.4% | +0.4% |
| All | +45.2% | +34.8% | +10.3% | +0.4% |
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