+658.6%
ONTO vs FIVN
-39.9%
+698.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.4% | +8.6% | +6.8% |
| 7D | -1.0% | -2.3% | +1.3% | -0.5% |
| 30D | -2.9% | +12.4% | -15.3% | -6.5% |
| 3M | -2.5% | +36.0% | -38.5% | -12.0% |
| 6M | +28.2% | +86.0% | -57.8% | +2.5% |
| YTD | +69.8% | +65.9% | +3.8% | +38.3% |
| 1Y | +162.9% | +26.5% | +136.4% | +132.5% |
| 3Y | +95.9% | -54.2% | +150.2% | +124.0% |
| 5Y | +244.5% | -80.5% | +324.9% | +393.6% |
| All | +658.6% | -39.9% | +698.5% | +452.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling