+341.5%
ONTO vs SUI
-3.0%
+344.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.7% | -16.3% | -15.8% |
| 7D | -29.7% | +8.8% | -38.5% | -31.9% |
| 30D | -50.3% | +8.9% | -59.2% | -52.1% |
| 3M | -43.5% | +2.0% | -45.5% | -44.4% |
| 6M | -48.9% | -0.6% | -48.2% | -49.9% |
| YTD | -1.2% | +1.3% | -2.5% | -4.3% |
| 1Y | +14.9% | +1.3% | +13.6% | +11.2% |
| 3Y | +31.2% | +16.3% | +14.9% | +12.7% |
| 5Y | +68.1% | -25.1% | +93.1% | +81.6% |
| All | +341.5% | -3.0% | +344.5% | +322.7% |
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