+58.4%
ONTO vs SEI
+696.4%
-638.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +4.7% | +4.1% | +7.1% |
| 7D | +16.4% | +12.4% | +3.9% | +12.1% |
| 30D | -21.4% | -18.3% | -3.2% | -15.7% |
| 3M | -32.7% | +10.4% | -43.2% | -35.4% |
| 6M | -25.2% | -12.9% | -12.3% | -22.1% |
| YTD | +36.2% | +41.8% | -5.6% | +23.3% |
| 1Y | +61.2% | +30.3% | +30.9% | +48.1% |
| All | +58.4% | +696.4% | -638.0% | +11.9% |
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