+658.6%
ONTO vs SAN
+317.5%
+341.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.6% |
| 7D | -1.0% | +1.8% | -2.8% | -2.1% |
| 30D | -2.9% | +2.0% | -4.9% | -4.0% |
| 3M | -2.5% | +19.7% | -22.2% | -11.5% |
| 6M | +28.2% | +30.6% | -2.4% | +11.0% |
| YTD | +69.8% | +28.8% | +40.9% | +46.5% |
| 1Y | +162.9% | +57.8% | +105.1% | +102.8% |
| 3Y | +95.9% | +338.1% | -242.2% | -15.6% |
| 5Y | +244.5% | +384.2% | -139.7% | +34.4% |
| All | +658.6% | +317.5% | +341.1% | +204.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling