+390.5%
ONTO vs SSNC
+64.0%
+326.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.8% | +11.9% | +11.6% |
| 7D | -14.0% | -3.3% | -10.7% | -12.0% |
| 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% | -49.1% |
| YTD | +9.8% | -10.1% | +19.9% | +11.4% |
| 1Y | +31.5% | -6.6% | +38.1% | +29.0% |
| 3Y | +45.2% | +54.0% | -8.8% | -10.3% |
| 5Y | +86.7% | +7.0% | +79.7% | +59.3% |
| All | +390.5% | +64.0% | +326.5% | +192.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling