+57.0%
ONTO vs SAN
+12.6%
+44.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.5% | -3.3% |
| 7D | +17.5% | +4.0% | +13.5% | +14.9% |
| 30D | -15.7% | -7.8% | -7.8% | -11.0% |
| 3M | -39.7% | -16.4% | -23.4% | -32.0% |
| 6M | -26.5% | +3.5% | -30.0% | -28.4% |
| YTD | +29.0% | +6.7% | +22.3% | +17.9% |
| 1Y | +57.0% | +14.5% | +42.5% | +34.5% |
| All | +57.0% | +12.6% | +44.3% | +34.5% |
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