+263.7%
ONTO vs SNY
+7.6%
+256.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.2% | -0.9% |
| 7D | +9.4% | -3.6% | +13.0% | +9.9% |
| 30D | -4.4% | -1.4% | -3.0% | -4.3% |
| 3M | +1.6% | -4.2% | +5.8% | +1.9% |
| 6M | +45.3% | +2.0% | +43.3% | +43.9% |
| YTD | +76.4% | -6.7% | +83.0% | +77.5% |
| 1Y | +167.2% | -4.7% | +171.8% | +167.5% |
| 3Y | +116.6% | -8.1% | +124.7% | +115.6% |
| 5Y | +263.7% | +8.2% | +255.5% | +231.7% |
| All | +263.7% | +7.6% | +256.1% | +231.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling