+188.0%
SOUN vs ONTO
+113.5%
+74.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -0.9% |
| 7D | -4.4% | +9.4% | -13.8% | -8.8% |
| 30D | -13.1% | -4.4% | -8.7% | -12.9% |
| 3M | -7.7% | +1.6% | -9.3% | -14.2% |
| 6M | -21.2% | +45.3% | -66.4% | -42.8% |
| YTD | -35.0% | +76.4% | -111.4% | -58.5% |
| 1Y | -56.4% | +167.2% | -223.5% | -78.6% |
| All | +188.0% | +113.5% | +74.5% | +28.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling