+50.0%
ONTO vs FIVN
-56.5%
+106.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -2.5% |
| 7D | +17.5% | -2.8% | +20.4% | +18.0% |
| 30D | -15.7% | -17.4% | +1.8% | -13.9% |
| 3M | -39.7% | -19.2% | -20.6% | -38.5% |
| 6M | -26.5% | +29.4% | -55.8% | -31.0% |
| YTD | +29.0% | +36.3% | -7.3% | +17.9% |
| 1Y | +57.0% | +33.5% | +23.5% | +44.0% |
| 3Y | +50.0% | -56.8% | +106.8% | +64.1% |
| All | +50.0% | -56.5% | +106.5% | +64.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling