+91.5%
ONTO vs STT
+100.0%
-8.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.2% | +10.9% | +10.9% |
| 7D | -14.0% | -2.5% | -11.6% | -12.1% |
| 30D | -43.1% | -5.0% | -38.1% | -40.4% |
| 3M | -35.5% | -10.5% | -25.0% | -29.4% |
| 6M | -41.1% | +10.0% | -51.1% | -44.3% |
| YTD | +9.8% | +30.7% | -20.9% | -8.4% |
| 1Y | +31.5% | +43.8% | -12.2% | +2.7% |
| 3Y | +45.2% | +168.1% | -122.9% | -26.3% |
| All | +91.5% | +100.0% | -8.6% | +12.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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