+449.2%
ONTO vs SAN
+252.7%
+196.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.1% | +5.8% | +8.5% |
| 7D | +1.4% | +8.7% | -7.3% | -3.7% |
| 30D | -34.1% | -6.5% | -27.6% | -32.0% |
| 3M | -37.1% | -14.2% | -22.9% | -32.0% |
| 6M | -31.8% | +2.7% | -34.6% | -33.1% |
| YTD | +22.9% | +8.9% | +14.1% | +15.8% |
| 1Y | +39.5% | +23.4% | +16.1% | +22.6% |
| 3Y | +57.7% | +257.9% | -200.3% | -24.2% |
| 5Y | +115.8% | +297.8% | -181.9% | -6.2% |
| All | +449.2% | +252.7% | +196.5% | +140.6% |
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