+50.1%
ONTO vs SOLS
+25.7%
+24.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.5% |
| 7D | +17.5% | +14.0% | +3.5% | +7.6% |
| 30D | -15.7% | +10.0% | -25.6% | -19.9% |
| 3M | -39.7% | +5.8% | -45.5% | -41.5% |
| 6M | -26.5% | -25.2% | -1.3% | -12.7% |
| YTD | +29.0% | +36.5% | -7.6% | +18.3% |
| 1Y | +57.0% | +45.0% | +11.9% | +38.9% |
| All | +50.1% | +25.7% | +24.3% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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