+57.7%
ONTO vs STLA
-73.7%
+131.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.2% | +12.2% | +12.1% |
| 7D | +1.4% | -6.4% | +7.7% | +3.6% |
| 30D | -34.1% | -1.3% | -32.8% | -34.0% |
| 3M | -37.1% | -19.9% | -17.1% | -32.9% |
| 6M | -31.8% | -42.9% | +11.1% | -17.7% |
| YTD | +22.9% | -59.4% | +82.3% | +65.2% |
| 1Y | +39.5% | -56.8% | +96.3% | +80.5% |
| 3Y | +57.7% | -73.1% | +130.7% | +131.5% |
| All | +57.7% | -73.7% | +131.4% | +131.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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