+91.5%
ONTO vs USFD
+188.3%
-96.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.2% | +11.3% | +11.2% |
| 7D | -14.0% | +3.0% | -17.0% | -16.1% |
| 30D | -43.1% | +11.1% | -54.1% | -47.2% |
| 3M | -35.5% | -0.3% | -35.2% | -36.1% |
| 6M | -41.1% | +15.9% | -57.0% | -47.9% |
| YTD | +9.8% | +41.6% | -31.9% | -16.4% |
| 1Y | +31.5% | +49.4% | -17.9% | -3.8% |
| 3Y | +45.2% | +157.8% | -112.7% | -28.0% |
| All | +91.5% | +188.3% | -96.8% | -16.9% |
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