+99.7%
ONTO vs SUI
+12.1%
+87.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.1% |
| 7D | -1.0% | -2.8% | +1.8% | -1.4% |
| 30D | -2.9% | -1.2% | -1.7% | -3.0% |
| 3M | -2.5% | -1.7% | -0.7% | -2.5% |
| 6M | +28.2% | -10.5% | +38.7% | +28.2% |
| YTD | +69.8% | -1.8% | +71.6% | +69.6% |
| 1Y | +162.9% | -4.1% | +167.0% | +162.8% |
| All | +99.7% | +12.1% | +87.7% | +88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling