+45.2%
ONTO vs STLA
-74.0%
+119.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.2% | +11.3% | +11.2% |
| 7D | -14.0% | -4.5% | -9.5% | -12.8% |
| 30D | -43.1% | -3.9% | -39.2% | -42.5% |
| 3M | -35.5% | -20.2% | -15.3% | -31.2% |
| 6M | -41.1% | -42.2% | +1.1% | -29.2% |
| YTD | +9.8% | -59.3% | +69.1% | +47.4% |
| 1Y | +31.5% | -56.1% | +87.6% | +68.7% |
| 3Y | +45.2% | -73.7% | +118.8% | +113.9% |
| All | +45.2% | -74.0% | +119.2% | +113.9% |
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