+459.0%
ONTO vs IFF
-17.4%
+476.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.5% |
| 7D | -2.4% | -9.8% | +7.4% | +2.6% |
| 30D | -32.9% | -1.6% | -31.3% | -33.0% |
| 3M | -32.2% | -1.8% | -30.4% | -32.6% |
| 6M | -30.6% | +3.6% | -34.3% | -33.9% |
| YTD | +25.1% | +25.4% | -0.3% | +5.0% |
| 1Y | +40.0% | +35.4% | +4.6% | +11.7% |
| 3Y | +45.7% | +23.9% | +21.8% | +19.6% |
| 5Y | +128.8% | -37.1% | +165.9% | +178.4% |
| All | +459.0% | -17.4% | +476.4% | +452.4% |
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