+459.0%
ONTO vs USFR
+22.5%
+436.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.7% | +1.9% |
| 7D | -2.4% | +0.1% | -2.5% | -2.3% |
| 30D | -32.9% | +0.4% | -33.3% | -32.4% |
| 3M | -32.2% | +1.1% | -33.3% | -30.8% |
| 6M | -30.6% | +2.1% | -32.7% | -28.1% |
| YTD | +25.1% | +3.4% | +21.7% | +31.0% |
| 1Y | +40.0% | +4.1% | +35.9% | +47.0% |
| 3Y | +45.7% | +14.4% | +31.3% | +37.7% |
| 5Y | +128.8% | +21.4% | +107.4% | +81.7% |
| All | +459.0% | +22.5% | +436.5% | +336.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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