+459.0%
ONTO vs SUI
-5.3%
+464.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.1% |
| 7D | -2.4% | +3.4% | -5.8% | -3.8% |
| 30D | -32.9% | +4.6% | -37.5% | -34.6% |
| 3M | -32.2% | +1.6% | -33.8% | -33.4% |
| 6M | -30.6% | -3.5% | -27.2% | -31.4% |
| YTD | +25.1% | -1.0% | +26.1% | +22.1% |
| 1Y | +40.0% | -1.7% | +41.7% | +36.8% |
| 3Y | +45.7% | +18.4% | +27.4% | +23.2% |
| 5Y | +128.8% | -26.3% | +155.1% | +148.1% |
| All | +459.0% | -5.3% | +464.3% | +438.9% |
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