+658.6%
ONTO vs STT
+262.9%
+395.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.0% |
| 7D | -1.0% | +0.5% | -1.5% | -1.4% |
| 30D | -2.9% | +3.9% | -6.7% | -5.4% |
| 3M | -2.5% | +20.0% | -22.4% | -13.7% |
| 6M | +28.2% | +55.3% | -27.1% | -4.7% |
| YTD | +69.8% | +53.3% | +16.4% | +27.0% |
| 1Y | +162.9% | +74.7% | +88.2% | +80.4% |
| 3Y | +95.9% | +205.8% | -109.9% | -7.6% |
| 5Y | +244.5% | +145.0% | +99.5% | +80.1% |
| All | +658.6% | +262.9% | +395.7% | +183.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling