+508.7%
ONTO vs SBAC
-14.0%
+522.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.7% | +9.6% | +9.0% |
| 7D | +16.4% | -2.8% | +19.1% | +17.0% |
| 30D | -21.4% | +3.1% | -24.6% | -22.2% |
| 3M | -32.7% | +5.1% | -37.9% | -33.8% |
| 6M | -25.2% | -11.4% | -13.8% | -23.8% |
| YTD | +36.2% | +0.2% | +36.0% | +33.2% |
| 1Y | +61.2% | -3.9% | +65.1% | +59.4% |
| 3Y | +58.7% | -7.7% | +66.3% | +50.0% |
| 5Y | +143.6% | -39.7% | +183.4% | +179.1% |
| All | +508.7% | -14.0% | +522.7% | +494.1% |
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