+323.8%
SN vs ONTO
+131.2%
+192.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.9% | -3.9% | -0.2% |
| 7D | +0.1% | +9.7% | -9.5% | -2.2% |
| 30D | -5.6% | -8.8% | +3.2% | -4.1% |
| 3M | +48.1% | +4.5% | +43.6% | +40.9% |
| 6M | +57.6% | +56.4% | +1.2% | +33.0% |
| YTD | +56.5% | +78.1% | -21.6% | +26.6% |
| 1Y | +52.6% | +171.3% | -118.7% | +8.7% |
| 3Y | +412.0% | +118.7% | +293.3% | +298.2% |
| All | +323.8% | +131.2% | +192.6% | +227.9% |
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