+341.5%
ONTO vs FTV
+56.2%
+285.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.3% | -11.3% | -11.9% |
| 7D | -29.7% | -0.6% | -29.1% | -29.2% |
| 30D | -50.3% | +13.0% | -63.3% | -55.4% |
| 3M | -43.5% | +6.8% | -50.3% | -46.8% |
| 6M | -48.9% | +8.0% | -56.9% | -52.9% |
| YTD | -1.2% | +18.9% | -20.1% | -19.3% |
| 1Y | +14.9% | +30.8% | -15.9% | -14.9% |
| 3Y | +31.2% | +33.4% | -2.2% | -2.0% |
| 5Y | +68.1% | +12.7% | +55.4% | +44.5% |
| All | +341.5% | +56.2% | +285.3% | +196.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling