+253.5%
ONTO vs FRSH
-72.6%
+326.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.5% | -2.9% | -3.3% |
| 7D | +6.5% | -11.2% | +17.7% | +9.2% |
| 30D | -15.9% | -0.8% | -15.1% | -16.3% |
| 3M | -0.2% | +26.4% | -26.6% | -7.5% |
| 6M | +38.7% | +48.4% | -9.6% | +21.6% |
| YTD | +70.4% | -3.1% | +73.5% | +65.6% |
| 1Y | +153.6% | -8.7% | +162.3% | +150.2% |
| 3Y | +109.2% | -45.8% | +155.0% | +130.0% |
| All | +253.5% | -72.6% | +326.1% | +252.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 5y: compounded portfolio wealth divided by compounded FRSH 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…
5y analysis · Full analysis span regression · 6 months rolling