+449.2%
ONTO vs SEI
+592.0%
-142.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.4% | +3.6% | +9.2% |
| 7D | +1.4% | -4.3% | +5.6% | +3.2% |
| 30D | -34.1% | -18.0% | -16.1% | -29.7% |
| 3M | -37.1% | +8.2% | -45.3% | -38.9% |
| 6M | -31.8% | -13.9% | -18.0% | -28.5% |
| YTD | +22.9% | +37.0% | -14.1% | +12.4% |
| 1Y | +39.5% | +24.5% | +15.0% | +30.2% |
| 3Y | +57.7% | +681.1% | -623.4% | -17.7% |
| 5Y | +115.8% | +787.5% | -671.7% | -2.0% |
| All | +449.2% | +592.0% | -142.8% | +138.1% |
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