+238.0%
ONTO vs SSNC
+21.4%
+216.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +6.7% |
| 7D | -1.0% | +0.6% | -1.7% | -1.4% |
| 30D | -2.9% | +6.0% | -8.9% | -6.1% |
| 3M | -2.5% | +21.0% | -23.4% | -14.2% |
| 6M | +28.2% | +12.1% | +16.1% | +17.5% |
| YTD | +69.8% | -3.2% | +73.0% | +72.5% |
| 1Y | +162.9% | -4.4% | +167.2% | +168.4% |
| 3Y | +95.9% | +51.6% | +44.3% | +32.9% |
| All | +238.0% | +21.4% | +216.6% | +199.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling