+45.7%
ONTO vs FND
-34.0%
+79.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.5% | +5.3% | +3.2% |
| 7D | -2.4% | +6.8% | -9.2% | -5.2% |
| 30D | -32.9% | +13.1% | -46.0% | -36.8% |
| 3M | -32.2% | -13.1% | -19.1% | -28.9% |
| 6M | -30.6% | -0.6% | -30.1% | -32.2% |
| YTD | +25.1% | -15.5% | +40.6% | +29.3% |
| 1Y | +40.0% | -13.7% | +53.7% | +42.7% |
| 3Y | +45.7% | -35.0% | +80.7% | +81.1% |
| All | +45.7% | -34.0% | +79.7% | +81.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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