+43.1%
ONTO vs SSNC
-3.9%
+47.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -1.6% | -7.1% | -9.7% |
| 7D | -17.4% | -1.1% | -16.2% | -18.0% |
| 30D | -43.2% | +0.6% | -43.8% | -42.6% |
| 3M | -35.7% | -1.5% | -34.3% | -35.6% |
| 6M | -38.3% | +15.8% | -54.1% | -29.8% |
| YTD | +17.1% | -8.0% | +25.0% | +41.5% |
| 1Y | +43.1% | -5.8% | +49.0% | +68.5% |
| All | +43.1% | -3.9% | +47.1% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 SSNC 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