+68.1%
ONTO vs SBAC
-39.7%
+107.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -1.2% | -14.4% | -15.5% |
| 7D | -29.7% | +4.4% | -34.1% | -29.9% |
| 30D | -50.3% | +13.8% | -64.1% | -50.7% |
| 3M | -43.5% | +9.0% | -52.5% | -43.8% |
| 6M | -48.9% | -10.0% | -38.8% | -48.1% |
| YTD | -1.2% | +1.8% | -3.0% | -1.7% |
| 1Y | +14.9% | +1.1% | +13.8% | +14.4% |
| 3Y | +31.2% | -9.5% | +40.7% | +28.8% |
| 5Y | +68.1% | -39.0% | +107.1% | +94.7% |
| All | +68.1% | -39.7% | +107.8% | +94.7% |
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