+45.2%
ONTO vs SEI
+565.5%
-520.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +14.3% | -3.2% | +5.8% |
| 7D | -14.0% | -18.3% | +4.3% | -7.5% |
| 30D | -43.1% | -24.4% | -18.6% | -37.3% |
| 3M | -35.5% | +1.5% | -37.0% | -36.2% |
| 6M | -41.1% | -25.1% | -15.9% | -35.5% |
| YTD | +9.8% | +26.4% | -16.7% | +3.4% |
| 1Y | +31.5% | +8.9% | +22.6% | +27.7% |
| 3Y | +45.2% | +586.7% | -541.5% | +8.9% |
| All | +45.2% | +565.5% | -520.3% | +8.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling