+57.7%
ONTO vs FTV
+37.0%
+20.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.6% | +9.3% | +9.8% |
| 7D | +1.4% | +0.4% | +1.0% | +1.5% |
| 30D | -34.1% | +17.2% | -51.3% | -42.0% |
| 3M | -37.1% | +8.9% | -45.9% | -41.2% |
| 6M | -31.8% | +11.3% | -43.1% | -38.1% |
| YTD | +22.9% | +21.9% | +1.0% | -1.3% |
| 1Y | +39.5% | +31.6% | +7.9% | +1.7% |
| 3Y | +57.7% | +38.1% | +19.6% | +12.2% |
| All | +57.7% | +37.0% | +20.6% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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