+390.5%
ONTO vs FIVN
-49.2%
+439.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -17.6% | +28.7% | +15.4% |
| 7D | -14.0% | -22.6% | +8.6% | -9.1% |
| 30D | -43.1% | -16.8% | -26.3% | -41.0% |
| 3M | -35.5% | -0.9% | -34.6% | -37.0% |
| 6M | -41.1% | +28.4% | -69.5% | -47.6% |
| YTD | +9.8% | +40.2% | -30.5% | -8.3% |
| 1Y | +31.5% | +30.5% | +1.0% | +11.9% |
| 3Y | +45.2% | -56.2% | +101.4% | +63.9% |
| 5Y | +86.7% | -81.0% | +167.7% | +162.5% |
| All | +390.5% | -49.2% | +439.7% | +266.1% |
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 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