-46.2%
SE vs ONTO
+52.3%
-98.5%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +1.4% |
| 7D | -0.5% | +17.5% | -18.0% | -2.2% |
| 30D | -20.9% | -15.7% | -5.3% | -20.1% |
| 3M | -38.9% | -39.7% | +0.8% | -36.6% |
| 6M | -19.4% | -26.5% | +7.1% | -19.8% |
| YTD | -40.9% | +29.0% | -69.9% | -50.6% |
| 1Y | -46.2% | +57.0% | -103.1% | -56.2% |
| All | -46.2% | +52.3% | -98.5% | -56.2% |
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