+658.6%
ONTO vs SUI
-6.1%
+664.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.3% |
| 7D | -1.0% | -2.8% | +1.8% | 0.0% |
| 30D | -2.9% | -1.2% | -1.7% | -2.5% |
| 3M | -2.5% | -1.7% | -0.7% | -3.1% |
| 6M | +28.2% | -10.5% | +38.7% | +32.1% |
| YTD | +69.8% | -1.8% | +71.6% | +67.9% |
| 1Y | +162.9% | -4.1% | +167.0% | +161.5% |
| 3Y | +95.9% | +11.3% | +84.7% | +72.4% |
| 5Y | +244.5% | -32.1% | +276.6% | +293.3% |
| All | +658.6% | -6.1% | +664.7% | +641.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling