+695.7%
ONTO vs FIVN
-43.6%
+739.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -6.1% | +11.0% | +6.5% |
| 7D | +9.7% | -8.2% | +17.9% | +11.9% |
| 30D | -8.8% | -8.1% | -0.7% | -7.6% |
| 3M | +4.5% | +34.9% | -30.4% | -5.8% |
| 6M | +56.4% | +72.6% | -16.2% | +27.4% |
| YTD | +78.1% | +55.8% | +22.3% | +47.3% |
| 1Y | +171.3% | +17.1% | +154.1% | +144.6% |
| 3Y | +118.7% | -54.3% | +173.0% | +148.3% |
| 5Y | +269.4% | -81.6% | +350.9% | +436.0% |
| All | +695.7% | -43.6% | +739.3% | +487.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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