+658.6%
ONTO vs FTV
+36.0%
+622.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +7.0% |
| 7D | -1.0% | -4.5% | +3.5% | +3.0% |
| 30D | -2.9% | -7.1% | +4.2% | +3.6% |
| 3M | -2.5% | -7.2% | +4.7% | +2.9% |
| 6M | +28.2% | -1.5% | +29.7% | +27.9% |
| YTD | +69.8% | +3.5% | +66.3% | +57.1% |
| 1Y | +162.9% | +20.3% | +142.5% | +110.3% |
| 3Y | +95.9% | -3.1% | +99.1% | +94.8% |
| 5Y | +244.5% | +2.3% | +242.1% | +224.3% |
| All | +658.6% | +36.0% | +622.6% | +477.4% |
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