-40.9%
SE vs ONTO
+162.8%
-203.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.1% | -1.5% |
| 7D | -6.1% | -1.0% | -5.1% | -6.0% |
| 30D | -2.5% | -2.9% | +0.4% | -2.3% |
| 3M | +21.7% | -2.5% | +24.2% | +19.2% |
| 6M | +27.0% | +28.2% | -1.2% | +15.3% |
| YTD | -12.1% | +69.8% | -81.9% | -25.1% |
| 1Y | -40.9% | +162.9% | -203.8% | -51.4% |
| All | -40.9% | +162.8% | -203.7% | -51.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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