+448.1%
SN vs ONTO
+62.4%
+385.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.7% |
| 7D | +7.6% | -2.4% | +10.0% | +7.4% |
| 30D | +22.4% | -32.9% | +55.4% | +32.3% |
| 3M | +21.7% | -32.2% | +53.9% | +29.6% |
| 6M | +102.8% | -30.6% | +133.4% | +107.5% |
| YTD | +102.4% | +25.1% | +77.3% | +73.9% |
| 1Y | +139.0% | +40.0% | +99.0% | +98.9% |
| 3Y | +440.4% | +45.7% | +394.7% | +345.1% |
| All | +448.1% | +62.4% | +385.6% | +350.5% |
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