+162.9%
ONTO vs SNY
+2.0%
+160.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.2% |
| 7D | -1.0% | -1.3% | +0.3% | -1.1% |
| 30D | -2.9% | +3.4% | -6.3% | -2.9% |
| 3M | -2.5% | -0.3% | -2.1% | -2.1% |
| 6M | +28.2% | +1.0% | +27.2% | +28.0% |
| YTD | +69.8% | -3.6% | +73.4% | +72.1% |
| 1Y | +162.9% | +3.0% | +159.9% | +155.9% |
| All | +162.9% | +2.0% | +160.8% | +155.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 1y: compounded portfolio wealth divided by compounded SNY 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…
1y analysis · Full analysis span regression · 6 months rolling