+390.5%
ONTO vs SAN
+232.4%
+158.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.2% | +13.3% | +12.3% |
| 7D | -14.0% | +4.9% | -18.9% | -17.0% |
| 30D | -43.1% | -13.0% | -30.1% | -38.9% |
| 3M | -35.5% | -18.9% | -16.6% | -28.2% |
| 6M | -41.1% | -4.1% | -36.9% | -40.0% |
| YTD | +9.8% | +2.6% | +7.2% | +6.7% |
| 1Y | +31.5% | +16.9% | +14.6% | +18.9% |
| 3Y | +45.2% | +239.1% | -193.9% | -28.2% |
| 5Y | +86.7% | +266.8% | -180.1% | -15.2% |
| All | +390.5% | +232.4% | +158.1% | +121.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling