+423.1%
ONTO vs FIVE
+93.3%
+329.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +6.7% | -15.4% | -11.8% |
| 7D | -17.4% | +7.5% | -24.9% | -20.5% |
| 30D | -43.2% | +16.7% | -59.9% | -47.5% |
| 3M | -35.7% | +13.4% | -49.1% | -40.1% |
| 6M | -38.3% | +9.0% | -47.3% | -42.2% |
| YTD | +17.1% | +33.8% | -16.7% | -0.4% |
| 1Y | +43.1% | +61.2% | -18.0% | +11.4% |
| 3Y | +55.4% | +42.1% | +13.3% | +15.3% |
| 5Y | +111.2% | +21.4% | +89.8% | +61.5% |
| All | +423.1% | +93.3% | +329.9% | +133.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling