-41.1%
ONTO vs SEI
-22.6%
-18.5%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +14.3% | -3.2% | +1.1% |
| 7D | -14.0% | -18.3% | +4.3% | -1.9% |
| 30D | -43.1% | -24.4% | -18.6% | -32.3% |
| 3M | -35.5% | +1.5% | -37.0% | -40.3% |
| 6M | -41.1% | -25.1% | -15.9% | -28.9% |
| All | -41.1% | -22.6% | -18.5% | -28.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling