+459.0%
ONTO vs SGI
+222.6%
+236.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.3% | +7.1% | +4.2% |
| 7D | -2.4% | -3.9% | +1.5% | -1.2% |
| 30D | -32.9% | +0.9% | -33.9% | -34.2% |
| 3M | -32.2% | -2.9% | -29.3% | -32.8% |
| 6M | -30.6% | -9.0% | -21.7% | -29.4% |
| YTD | +25.1% | -29.2% | +54.3% | +42.2% |
| 1Y | +40.0% | -32.3% | +72.3% | +62.4% |
| 3Y | +45.7% | +72.4% | -26.7% | +8.6% |
| 5Y | +128.8% | +50.6% | +78.2% | +71.9% |
| All | +459.0% | +222.6% | +236.4% | +211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SGI.
Daily Out/Under-Performance
Portfolio return minus SGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SGI 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 10y: compounded portfolio wealth divided by compounded SGI 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…
10y analysis · Full analysis span regression · 6 months rolling