+447.8%
SN vs ONTO
+67.4%
+380.4%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.9% | +5.7% | +3.5% |
| 7D | +1.5% | +17.5% | -16.0% | -2.2% |
| 30D | +21.5% | -15.7% | +37.2% | +24.6% |
| 3M | +20.0% | -39.7% | +59.8% | +31.9% |
| 6M | +119.9% | -26.5% | +146.4% | +121.6% |
| YTD | +102.3% | +29.0% | +73.3% | +72.5% |
| 1Y | +148.0% | +57.0% | +91.0% | +100.3% |
| 3Y | +450.0% | +50.0% | +400.0% | +349.4% |
| All | +447.8% | +67.4% | +380.4% | +346.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling