+43.1%
ONTO vs SEI
+18.6%
+24.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -16.9% | +8.2% | +0.9% |
| 7D | -17.4% | -16.4% | -0.9% | -9.2% |
| 30D | -43.2% | -22.9% | -20.3% | -35.4% |
| 3M | -35.7% | -0.3% | -35.4% | -37.8% |
| 6M | -38.3% | -22.3% | -16.0% | -31.5% |
| YTD | +17.1% | +26.2% | -9.1% | +3.7% |
| 1Y | +43.1% | +8.2% | +34.9% | +31.8% |
| All | +43.1% | +18.6% | +24.6% | +31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 1y: compounded portfolio wealth divided by compounded SEI 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…
1y analysis · Full analysis span regression · 6 months rolling