+658.6%
ONTO vs SEI
+506.7%
+151.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.4% | +2.7% | +5.1% |
| 7D | -1.0% | +10.2% | -11.3% | -4.1% |
| 30D | -2.9% | -1.0% | -1.9% | -2.6% |
| 3M | -2.5% | -27.9% | +25.5% | +8.6% |
| 6M | +28.2% | +10.4% | +17.8% | +26.2% |
| YTD | +69.8% | +20.1% | +49.6% | +62.5% |
| 1Y | +162.9% | +109.7% | +53.2% | +115.6% |
| 3Y | +95.9% | +458.6% | -362.7% | +13.1% |
| 5Y | +244.5% | +775.3% | -530.8% | +56.0% |
| All | +658.6% | +506.7% | +151.9% | +244.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling