+45.2%
ONTO vs SSNC
+54.4%
-9.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.8% | +11.9% | +11.1% |
| 7D | -14.0% | -3.3% | -10.7% | -13.8% |
| 30D | -43.1% | -1.3% | -41.8% | -43.2% |
| 3M | -35.5% | -2.3% | -33.2% | -35.8% |
| 6M | -41.1% | +12.6% | -53.7% | -43.2% |
| YTD | +9.8% | -10.1% | +19.9% | +19.7% |
| 1Y | +31.5% | -6.6% | +38.1% | +39.5% |
| 3Y | +45.2% | +54.0% | -8.8% | +16.9% |
| All | +45.2% | +54.4% | -9.3% | +16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling