+121.1%
ONTO vs SNY
-9.4%
+130.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.9% |
| 7D | +9.4% | -3.6% | +13.0% | +9.6% |
| 30D | -4.4% | -1.4% | -3.0% | -4.4% |
| 3M | +1.6% | -4.2% | +5.8% | +1.8% |
| 6M | +45.3% | +2.0% | +43.3% | +44.2% |
| YTD | +76.4% | -6.7% | +83.0% | +77.1% |
| 1Y | +167.2% | -4.7% | +171.8% | +167.3% |
| All | +121.1% | -9.4% | +130.6% | +120.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling