+459.0%
ONTO vs SAN
+255.6%
+203.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.8% | +1.0% | +1.3% |
| 7D | -2.4% | +10.8% | -13.2% | -8.2% |
| 30D | -32.9% | -5.7% | -27.2% | -31.1% |
| 3M | -32.2% | -13.4% | -18.8% | -27.1% |
| 6M | -30.6% | +3.5% | -34.2% | -32.2% |
| YTD | +25.1% | +9.7% | +15.4% | +17.3% |
| 1Y | +40.0% | +20.9% | +19.1% | +24.5% |
| 3Y | +45.7% | +254.3% | -208.6% | -29.6% |
| 5Y | +128.8% | +304.2% | -175.4% | -1.5% |
| All | +459.0% | +255.6% | +203.5% | +143.8% |
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