+12.6%
SOFI vs ONTO
+246.7%
-234.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.4% | +2.7% | +0.8% |
| 7D | -7.0% | +6.5% | -13.5% | -9.8% |
| 30D | -4.3% | -15.9% | +11.6% | +2.5% |
| 3M | +8.4% | -0.2% | +8.6% | +2.3% |
| 6M | -5.9% | +38.7% | -44.7% | -26.5% |
| YTD | -34.3% | +70.4% | -104.6% | -54.4% |
| 1Y | -32.6% | +153.6% | -186.2% | -62.4% |
| 3Y | +101.3% | +109.2% | -7.9% | +0.5% |
| 5Y | +12.6% | +249.7% | -237.2% | -62.7% |
| All | +12.6% | +246.7% | -234.2% | -62.7% |
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