+43.1%
ONTO vs SNY
+2.7%
+40.4%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +4.7% | -13.4% | -6.3% |
| 7D | -17.4% | +12.4% | -29.8% | -12.6% |
| 30D | -43.2% | +20.1% | -63.4% | -38.3% |
| 3M | -35.7% | +11.2% | -47.0% | -31.6% |
| 6M | -38.3% | +9.5% | -47.8% | -34.5% |
| YTD | +17.1% | +3.4% | +13.7% | +24.4% |
| 1Y | +43.1% | +2.0% | +41.1% | +52.0% |
| All | +43.1% | +2.7% | +40.4% | +52.0% |
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