-50.5%
SE vs ONTO
+36.2%
-86.6%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.7% |
| 7D | 0.0% | -2.4% | +2.5% | -0.1% |
| 30D | -19.4% | -32.9% | +13.6% | -16.6% |
| 3M | -33.1% | -32.2% | -0.9% | -31.1% |
| 6M | -11.4% | -30.6% | +19.2% | -11.3% |
| YTD | -39.8% | +25.1% | -64.9% | -51.6% |
| 1Y | -50.5% | +40.0% | -90.5% | -63.2% |
| All | -50.5% | +36.2% | -86.6% | -63.2% |
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