+128.8%
ONTO vs SBAC
-40.1%
+168.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.8% |
| 7D | -2.4% | +3.6% | -6.1% | -2.6% |
| 30D | -32.9% | +4.9% | -37.8% | -33.1% |
| 3M | -32.2% | +6.5% | -38.7% | -32.5% |
| 6M | -30.6% | -11.1% | -19.5% | -29.5% |
| YTD | +25.1% | +0.9% | +24.2% | +24.6% |
| 1Y | +40.0% | -1.6% | +41.6% | +39.8% |
| 3Y | +45.7% | -7.0% | +52.7% | +40.7% |
| 5Y | +128.8% | -39.2% | +168.0% | +163.0% |
| All | +128.8% | -40.1% | +168.9% | +163.0% |
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 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