+238.0%
ONTO vs USFD
+215.8%
+22.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.5% | +6.4% |
| 7D | -1.0% | -3.0% | +2.0% | +0.7% |
| 30D | -2.9% | +3.5% | -6.4% | -4.9% |
| 3M | -2.5% | +26.6% | -29.0% | -17.3% |
| 6M | +28.2% | +11.7% | +16.5% | +18.0% |
| YTD | +69.8% | +38.1% | +31.6% | +33.8% |
| 1Y | +162.9% | +33.4% | +129.5% | +110.5% |
| 3Y | +95.9% | +155.8% | -59.9% | +0.5% |
| All | +238.0% | +215.8% | +22.2% | +53.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling