+42.0%
SOFI vs ONTO
+482.8%
-440.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.6% | -3.9% | -1.4% |
| 7D | -4.9% | +4.9% | -9.9% | -7.1% |
| 30D | -3.5% | -16.6% | +13.2% | +3.9% |
| 3M | +3.9% | -7.3% | +11.2% | +1.9% |
| 6M | -6.5% | +45.9% | -52.5% | -28.4% |
| YTD | -33.8% | +78.2% | -112.0% | -54.9% |
| 1Y | -33.3% | +159.8% | -193.1% | -62.9% |
| 3Y | +94.6% | +123.4% | -28.8% | -3.0% |
| 5Y | +13.3% | +265.8% | -252.5% | -59.8% |
| All | +42.0% | +482.8% | -440.8% | -61.4% |
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