+658.6%
ONTO vs SSNC
+76.5%
+582.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +6.9% |
| 7D | -1.0% | +0.6% | -1.7% | -1.5% |
| 30D | -2.9% | +6.0% | -8.9% | -7.2% |
| 3M | -2.5% | +21.0% | -23.4% | -18.0% |
| 6M | +28.2% | +12.1% | +16.1% | +12.6% |
| YTD | +69.8% | -3.2% | +73.0% | +66.4% |
| 1Y | +162.9% | -4.4% | +167.2% | +158.7% |
| 3Y | +95.9% | +51.6% | +44.3% | +26.5% |
| 5Y | +244.5% | +21.1% | +223.4% | +170.7% |
| All | +658.6% | +76.5% | +582.1% | +336.3% |
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