+238.0%
ONTO vs SBAC
-43.7%
+281.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.1% | +7.2% | +6.2% |
| 7D | -1.0% | -0.8% | -0.2% | -1.0% |
| 30D | -2.9% | +6.9% | -9.8% | -3.4% |
| 3M | -2.5% | -8.2% | +5.8% | -1.5% |
| 6M | +28.2% | -1.6% | +29.9% | +28.0% |
| YTD | +69.8% | -0.1% | +69.9% | +69.0% |
| 1Y | +162.9% | -0.5% | +163.3% | +161.6% |
| 3Y | +95.9% | -9.1% | +105.0% | +89.9% |
| All | +238.0% | -43.7% | +281.7% | +285.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling