+142.2%
SN vs ONTO
+33.8%
+108.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +12.0% | -9.0% | +1.1% |
| 7D | +7.6% | +1.4% | +6.3% | +6.8% |
| 30D | +24.1% | -34.1% | +58.2% | +32.0% |
| 3M | +23.7% | -37.1% | +60.8% | +31.7% |
| 6M | +105.5% | -31.8% | +137.4% | +105.4% |
| YTD | +105.1% | +22.9% | +82.2% | +58.1% |
| All | +142.2% | +33.8% | +108.4% | +72.0% |
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