+238.0%
ONTO vs FIVE
+31.2%
+206.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.1% | +1.1% | +4.0% |
| 7D | -1.0% | +4.3% | -5.3% | -2.7% |
| 30D | -2.9% | +12.5% | -15.4% | -7.8% |
| 3M | -2.5% | +31.2% | -33.7% | -13.4% |
| 6M | +28.2% | +14.4% | +13.8% | +19.5% |
| YTD | +69.8% | +33.9% | +35.9% | +48.1% |
| 1Y | +162.9% | +65.1% | +97.8% | +110.0% |
| 3Y | +95.9% | +49.0% | +47.0% | +45.6% |
| All | +238.0% | +31.2% | +206.8% | +153.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling