+30.7%
ONTO vs STLA
-74.0%
+104.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.5% | -11.1% | -14.1% |
| 7D | -29.7% | -5.5% | -24.2% | -28.4% |
| 30D | -50.3% | -3.7% | -46.6% | -49.8% |
| 3M | -43.5% | -21.1% | -22.3% | -39.4% |
| 6M | -48.9% | -38.3% | -10.5% | -40.1% |
| YTD | -1.2% | -59.2% | +58.0% | +32.6% |
| 1Y | +14.9% | -56.7% | +71.6% | +48.6% |
| All | +30.7% | -74.0% | +104.7% | +92.4% |
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