+658.6%
ONTO vs FND
+10.0%
+648.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.7% | +4.4% | +5.3% |
| 7D | -1.0% | -5.2% | +4.2% | +1.5% |
| 30D | -2.9% | -19.9% | +17.0% | +8.2% |
| 3M | -2.5% | +2.7% | -5.2% | -5.1% |
| 6M | +28.2% | -21.7% | +49.9% | +41.3% |
| YTD | +69.8% | -17.5% | +87.3% | +80.1% |
| 1Y | +162.9% | -39.3% | +202.2% | +223.1% |
| 3Y | +95.9% | -49.8% | +145.7% | +149.3% |
| 5Y | +244.5% | -60.1% | +304.6% | +362.7% |
| All | +658.6% | +10.0% | +648.6% | +418.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling