+390.5%
ONTO vs SBAC
-14.3%
+404.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.9% | +13.0% | +11.5% |
| 7D | -14.0% | +1.2% | -15.2% | -14.4% |
| 30D | -43.1% | +11.2% | -54.2% | -44.6% |
| 3M | -35.5% | +4.5% | -40.0% | -36.4% |
| 6M | -41.1% | -12.2% | -28.9% | -39.8% |
| YTD | +9.8% | -0.1% | +9.9% | +7.4% |
| 1Y | +31.5% | -0.3% | +31.8% | +28.6% |
| 3Y | +45.2% | -8.7% | +53.9% | +37.9% |
| 5Y | +86.7% | -40.2% | +126.9% | +114.4% |
| All | +390.5% | -14.3% | +404.8% | +379.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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