+91.5%
ONTO vs FIVN
-81.1%
+172.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -17.6% | +28.7% | +14.9% |
| 7D | -14.0% | -22.6% | +8.6% | -9.6% |
| 30D | -43.1% | -16.8% | -26.3% | -41.2% |
| 3M | -35.5% | -0.9% | -34.6% | -36.9% |
| 6M | -41.1% | +28.4% | -69.5% | -47.0% |
| YTD | +9.8% | +40.2% | -30.5% | -6.8% |
| 1Y | +31.5% | +30.5% | +1.0% | +13.7% |
| 3Y | +45.2% | -56.2% | +101.4% | +64.6% |
| All | +91.5% | -81.1% | +172.6% | +167.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling