+37.5%
ONTO vs SEI
+22.6%
+15.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +8.4% | +3.6% | +6.9% |
| 7D | +1.4% | -4.3% | +5.6% | +3.8% |
| 30D | -34.1% | -18.0% | -16.1% | -26.9% |
| 3M | -37.1% | +8.2% | -45.3% | -41.8% |
| 6M | -31.8% | -13.9% | -18.0% | -28.1% |
| YTD | +22.9% | +37.0% | -14.1% | +2.6% |
| All | +37.5% | +22.6% | +15.0% | +16.7% |
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