+432.7%
SN vs ONTO
+72.4%
+360.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.4% |
| 7D | +1.4% | +34.4% | -33.0% | -5.2% |
| 30D | +16.6% | -20.4% | +37.0% | +21.2% |
| 3M | +18.3% | -37.8% | +56.1% | +29.1% |
| 6M | +103.1% | -24.6% | +127.6% | +103.6% |
| YTD | +96.7% | +32.8% | +63.9% | +66.7% |
| 1Y | +134.3% | +54.7% | +79.6% | +90.3% |
| 3Y | +425.2% | +54.7% | +370.5% | +326.6% |
| All | +432.7% | +72.4% | +360.3% | +331.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling