+508.7%
ONTO vs SEI
+616.2%
-107.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +4.7% | +4.1% | +7.3% |
| 7D | +16.4% | +12.4% | +3.9% | +12.6% |
| 30D | -21.4% | -18.3% | -3.2% | -16.0% |
| 3M | -32.7% | +10.4% | -43.2% | -35.1% |
| 6M | -25.2% | -12.9% | -12.3% | -21.9% |
| YTD | +36.2% | +41.8% | -5.6% | +23.2% |
| 1Y | +61.2% | +30.3% | +30.9% | +48.3% |
| 3Y | +58.7% | +697.3% | -638.7% | -17.8% |
| 5Y | +143.6% | +877.0% | -733.3% | +7.1% |
| All | +508.7% | +616.2% | -107.5% | +161.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling