-55.3%
SOUN vs ONTO
+156.1%
-211.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.4% | +0.3% | -1.9% |
| 7D | -6.8% | +6.5% | -13.3% | -9.1% |
| 30D | -15.2% | -15.9% | +0.7% | -10.7% |
| 3M | -7.0% | -0.2% | -6.8% | -12.3% |
| 6M | -20.5% | +38.7% | -59.3% | -39.9% |
| YTD | -37.0% | +70.4% | -107.4% | -59.0% |
| 1Y | -55.3% | +153.6% | -208.9% | -76.3% |
| All | -55.3% | +156.1% | -211.4% | -76.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling