+658.6%
ONTO vs SIRI
-44.7%
+703.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.6% | +8.8% | +7.0% |
| 7D | -1.0% | +1.6% | -2.6% | -1.7% |
| 30D | -2.9% | -4.7% | +1.8% | -1.4% |
| 3M | -2.5% | +5.3% | -7.7% | -5.2% |
| 6M | +28.2% | +30.5% | -2.3% | +15.1% |
| YTD | +69.8% | +49.6% | +20.1% | +44.3% |
| 1Y | +162.9% | +28.5% | +134.4% | +134.9% |
| 3Y | +95.9% | -27.5% | +123.4% | +99.9% |
| 5Y | +244.5% | -44.7% | +289.1% | +262.2% |
| All | +658.6% | -44.7% | +703.3% | +724.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling