+695.7%
ONTO vs SIRI
-45.1%
+740.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.5% | +5.1% |
| 7D | +9.7% | +4.3% | +5.4% | +7.9% |
| 30D | -8.8% | -2.8% | -6.0% | -8.1% |
| 3M | +4.5% | +5.9% | -1.4% | +1.3% |
| 6M | +56.4% | +31.9% | +24.5% | +39.8% |
| YTD | +78.1% | +48.7% | +29.4% | +51.6% |
| 1Y | +171.3% | +23.2% | +148.0% | +146.0% |
| 3Y | +118.7% | -23.9% | +142.5% | +119.1% |
| 5Y | +269.4% | -43.4% | +312.8% | +280.9% |
| All | +695.7% | -45.1% | +740.7% | +766.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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