+57.0%
ONTO vs SNY
-1.8%
+58.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -3.0% |
| 7D | +17.5% | +2.8% | +14.7% | +18.7% |
| 30D | -15.7% | +21.6% | -37.3% | -8.6% |
| 3M | -39.7% | +10.5% | -50.2% | -36.0% |
| 6M | -26.5% | +14.0% | -40.5% | -22.5% |
| YTD | +29.0% | +5.4% | +23.6% | +38.8% |
| 1Y | +57.0% | -2.5% | +59.4% | +69.7% |
| All | +57.0% | -1.8% | +58.8% | +69.7% |
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