+341.5%
ONTO vs STT
+208.6%
+132.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.7% | -10.9% | -12.3% |
| 7D | -29.7% | -4.9% | -24.8% | -26.9% |
| 30D | -50.3% | -6.0% | -44.3% | -47.7% |
| 3M | -43.5% | -11.7% | -31.8% | -37.9% |
| 6M | -48.9% | +11.7% | -60.5% | -52.0% |
| YTD | -1.2% | +30.4% | -31.6% | -16.6% |
| 1Y | +14.9% | +43.9% | -29.0% | -9.2% |
| 3Y | +31.2% | +165.4% | -134.2% | -31.0% |
| 5Y | +68.1% | +101.0% | -32.9% | +1.8% |
| All | +341.5% | +208.6% | +132.9% | +86.3% |
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