+130.7%
ONTO vs FIVN
-82.9%
+213.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.1% | +0.2% | -2.2% |
| 7D | +17.5% | -2.8% | +20.4% | +18.3% |
| 30D | -15.7% | -17.4% | +1.8% | -12.7% |
| 3M | -39.7% | -19.2% | -20.6% | -37.8% |
| 6M | -26.5% | +29.4% | -55.8% | -34.2% |
| YTD | +29.0% | +36.3% | -7.3% | +10.0% |
| 1Y | +57.0% | +33.5% | +23.5% | +34.4% |
| 3Y | +50.0% | -56.8% | +106.8% | +71.0% |
| All | +130.7% | -82.9% | +213.7% | +256.4% |
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