+688.0%
ONTO vs IFF
-16.6%
+704.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.6% | -0.2% |
| 7D | +9.4% | -3.0% | +12.4% | +11.1% |
| 30D | -4.4% | -0.9% | -3.5% | -4.3% |
| 3M | +1.6% | +11.8% | -10.2% | -5.8% |
| 6M | +45.3% | +16.5% | +28.7% | +29.6% |
| YTD | +76.4% | +26.5% | +49.8% | +49.0% |
| 1Y | +167.2% | +32.7% | +134.4% | +118.0% |
| 3Y | +116.6% | +32.0% | +84.5% | +72.4% |
| 5Y | +263.7% | -36.1% | +299.8% | +341.0% |
| All | +688.0% | -16.6% | +704.6% | +683.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 10y: compounded portfolio wealth divided by compounded IFF 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…
10y analysis · Full analysis span regression · 6 months rolling