-3.8%
ONTO vs SUNB
+13.3%
-17.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUNB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.1% | -0.4% | -0.9% |
| 7D | +34.4% | +7.1% | +27.3% | +28.5% |
| 30D | -20.4% | +5.4% | -25.9% | -22.3% |
| 3M | -37.8% | +1.7% | -39.6% | -38.1% |
| 6M | -24.6% | +14.1% | -38.6% | -29.1% |
| All | -3.8% | +13.3% | -17.1% | -11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SUNB.
Daily Out/Under-Performance
Portfolio return minus SUNB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUNB 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 1y: compounded portfolio wealth divided by compounded SUNB 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…
1y analysis · Full analysis span regression · 6 months rolling