+493.5%
ONTO vs SGI
+211.5%
+282.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -1.1% |
| 7D | +34.4% | -10.7% | +45.1% | +41.0% |
| 30D | -20.4% | -3.6% | -16.9% | -20.3% |
| 3M | -37.8% | -5.4% | -32.4% | -37.7% |
| 6M | -24.6% | -7.0% | -17.5% | -24.0% |
| YTD | +32.8% | -31.6% | +64.4% | +53.3% |
| 1Y | +54.7% | -33.5% | +88.2% | +80.9% |
| 3Y | +54.7% | +66.5% | -11.8% | +17.1% |
| 5Y | +134.0% | +42.2% | +91.8% | +80.3% |
| All | +493.5% | +211.5% | +282.0% | +236.1% |
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