+163.7%
SE vs ONTO
+459.0%
-295.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -2.1% |
| 7D | 0.0% | -2.4% | +2.5% | -0.2% |
| 30D | -19.4% | -32.9% | +13.6% | -8.4% |
| 3M | -33.1% | -32.2% | -0.9% | -25.5% |
| 6M | -11.4% | -30.6% | +19.2% | -8.4% |
| YTD | -39.8% | +25.1% | -64.9% | -53.3% |
| 1Y | -50.5% | +40.0% | -90.5% | -63.6% |
| 3Y | +68.9% | +45.7% | +23.2% | -1.6% |
| 5Y | -77.1% | +128.8% | -205.9% | -90.2% |
| All | +163.7% | +459.0% | -295.3% | -30.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling