+99.7%
ONTO vs SSNC
+52.6%
+47.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +6.3% |
| 7D | -1.0% | +0.6% | -1.7% | -1.1% |
| 30D | -2.9% | +6.0% | -8.9% | -4.0% |
| 3M | -2.5% | +21.0% | -23.4% | -6.5% |
| 6M | +28.2% | +12.1% | +16.1% | +27.2% |
| YTD | +69.8% | -3.2% | +73.0% | +83.4% |
| 1Y | +162.9% | -4.4% | +167.2% | +185.7% |
| All | +99.7% | +52.6% | +47.2% | +69.5% |
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 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