+390.5%
ONTO vs FND
+12.3%
+378.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.4% | +11.5% | +11.3% |
| 7D | -14.0% | +7.7% | -21.7% | -17.7% |
| 30D | -43.1% | +11.9% | -54.9% | -46.9% |
| 3M | -35.5% | -14.6% | -20.9% | -31.6% |
| 6M | -41.1% | +0.5% | -41.5% | -43.4% |
| YTD | +9.8% | -15.8% | +25.6% | +13.2% |
| 1Y | +31.5% | -12.9% | +44.5% | +32.8% |
| 3Y | +45.2% | -34.2% | +79.3% | +58.5% |
| 5Y | +86.7% | -61.6% | +148.3% | +153.2% |
| All | +390.5% | +12.3% | +378.2% | +225.8% |
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