+390.5%
ONTO vs FTV
+56.1%
+334.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.1% | +11.2% | +11.2% |
| 7D | -14.0% | +0.2% | -14.2% | -14.1% |
| 30D | -43.1% | +15.7% | -58.7% | -50.0% |
| 3M | -35.5% | +7.5% | -43.0% | -39.7% |
| 6M | -41.1% | +8.5% | -49.5% | -46.0% |
| YTD | +9.8% | +18.8% | -9.0% | -10.4% |
| 1Y | +31.5% | +28.5% | +3.0% | -0.9% |
| 3Y | +45.2% | +34.0% | +11.2% | +7.9% |
| 5Y | +86.7% | +12.6% | +74.1% | +60.6% |
| All | +390.5% | +56.1% | +334.3% | +229.5% |
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