+134.0%
ONTO vs SSNC
+7.9%
+126.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +34.4% | +1.4% | +33.1% | +33.6% |
| 30D | -20.4% | -2.6% | -17.8% | -20.0% |
| 3M | -37.8% | -0.6% | -37.2% | -38.5% |
| 6M | -24.6% | +19.9% | -44.5% | -35.0% |
| YTD | +32.8% | -8.2% | +41.0% | +37.2% |
| 1Y | +54.7% | -5.5% | +60.3% | +56.0% |
| 3Y | +54.7% | +56.8% | -2.1% | -2.4% |
| 5Y | +134.0% | +7.8% | +126.2% | +128.9% |
| All | +134.0% | +7.9% | +126.1% | +128.9% |
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 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