+459.0%
ONTO vs SSNC
+66.3%
+392.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +1.0% |
| 7D | -2.4% | -2.5% | +0.1% | -0.6% |
| 30D | -32.9% | -2.7% | -30.2% | -32.3% |
| 3M | -32.2% | -0.8% | -31.4% | -33.1% |
| 6M | -30.6% | +15.5% | -46.1% | -41.1% |
| YTD | +25.1% | -8.8% | +33.9% | +25.8% |
| 1Y | +40.0% | -5.8% | +45.8% | +36.8% |
| 3Y | +45.7% | +55.7% | -10.0% | -10.5% |
| 5Y | +128.8% | +6.7% | +122.1% | +96.4% |
| All | +459.0% | +66.3% | +392.7% | +229.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling