+476.3%
ONTO vs SIRI
-38.7%
+515.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.3% | -3.2% | -3.0% |
| 7D | +17.5% | -1.7% | +19.2% | +18.2% |
| 30D | -15.7% | +21.1% | -36.8% | -21.2% |
| 3M | -39.7% | +14.7% | -54.4% | -42.9% |
| 6M | -26.5% | +22.9% | -49.4% | -32.8% |
| YTD | +29.0% | +65.7% | -36.8% | +5.1% |
| 1Y | +57.0% | +53.5% | +3.5% | +31.4% |
| 3Y | +50.0% | -23.0% | +73.0% | +50.5% |
| 5Y | +127.3% | -41.5% | +168.7% | +138.2% |
| All | +476.3% | -38.7% | +515.1% | +500.5% |
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