-53.5%
SOUN vs ONTO
+183.5%
-237.0%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -1.8% |
| 7D | -15.1% | +17.5% | -32.6% | -21.3% |
| 30D | -23.0% | -15.7% | -7.3% | -19.2% |
| 3M | -53.3% | -39.7% | -13.6% | -44.0% |
| 6M | -58.6% | -26.5% | -32.1% | -57.2% |
| YTD | -65.0% | +29.0% | -94.0% | -73.9% |
| 1Y | -71.4% | +57.0% | -128.4% | -80.9% |
| 3Y | +75.4% | +50.0% | +25.4% | +11.9% |
| All | -53.5% | +183.5% | -237.0% | -77.1% |
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