+43.1%
ONTO vs SAN
+23.5%
+19.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +6.4% | -15.1% | -12.6% |
| 7D | -17.4% | +4.5% | -21.9% | -19.9% |
| 30D | -43.2% | -12.1% | -31.1% | -38.0% |
| 3M | -35.7% | -15.6% | -20.2% | -28.1% |
| 6M | -38.3% | +5.8% | -44.1% | -40.7% |
| YTD | +17.1% | +5.5% | +11.6% | +7.8% |
| 1Y | +43.1% | +23.6% | +19.6% | +13.4% |
| All | +43.1% | +23.5% | +19.7% | +13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SAN.
Daily Out/Under-Performance
Portfolio return minus SAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SAN 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 1y: compounded portfolio wealth divided by compounded SAN 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…
1y analysis · Full analysis span regression · 6 months rolling