+30.7%
ONTO vs SUI
+16.8%
+13.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.7% | -16.3% | -15.4% |
| 7D | -29.7% | +8.8% | -38.5% | -27.8% |
| 30D | -50.3% | +8.9% | -59.2% | -48.8% |
| 3M | -43.5% | +2.0% | -45.5% | -42.5% |
| 6M | -48.9% | -0.6% | -48.2% | -47.9% |
| YTD | -1.2% | +1.3% | -2.5% | +0.7% |
| 1Y | +14.9% | +1.3% | +13.6% | +17.1% |
| All | +30.7% | +16.8% | +13.8% | +32.6% |
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