+99.7%
ONTO vs USFD
+156.9%
-57.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.3% |
| 7D | -1.0% | -3.0% | +2.0% | +0.5% |
| 30D | -2.9% | +3.5% | -6.4% | -4.5% |
| 3M | -2.5% | +26.6% | -29.0% | -15.9% |
| 6M | +28.2% | +11.7% | +16.5% | +19.3% |
| YTD | +69.8% | +38.1% | +31.6% | +35.9% |
| 1Y | +162.9% | +33.4% | +129.5% | +113.8% |
| All | +99.7% | +156.9% | -57.1% | +21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 3y: compounded portfolio wealth divided by compounded USFD 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…
3y analysis · Full analysis span regression · 6 months rolling