+58.4%
ONTO vs SSNC
+57.9%
+0.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.8% | +8.1% | +8.8% |
| 7D | +16.4% | -0.2% | +16.5% | +16.4% |
| 30D | -21.4% | -1.9% | -19.5% | -21.5% |
| 3M | -32.7% | -0.2% | -32.6% | -33.1% |
| 6M | -25.2% | +19.4% | -44.6% | -29.0% |
| YTD | +36.2% | -8.1% | +44.3% | +48.3% |
| 1Y | +61.2% | -5.3% | +66.4% | +71.7% |
| All | +58.4% | +57.9% | +0.6% | +31.8% |
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