+61.2%
ONTO vs SEI
+32.3%
+28.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +4.7% | +4.1% | +6.0% |
| 7D | +16.4% | +12.4% | +3.9% | +9.3% |
| 30D | -21.4% | -18.3% | -3.2% | -12.5% |
| 3M | -32.7% | +10.4% | -43.2% | -38.5% |
| 6M | -25.2% | -12.9% | -12.3% | -21.9% |
| YTD | +36.2% | +41.8% | -5.6% | +11.7% |
| 1Y | +61.2% | +30.3% | +30.9% | +34.2% |
| All | +61.2% | +32.3% | +28.9% | +34.2% |
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