+80.9%
SOUN vs ONTO
+56.0%
+24.9%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.5% | -5.4% | -6.8% |
| 7D | -15.5% | +34.4% | -49.9% | -27.1% |
| 30D | -26.2% | -20.4% | -5.8% | -20.0% |
| 3M | -51.4% | -37.8% | -13.5% | -41.8% |
| 6M | -55.3% | -24.6% | -30.8% | -54.5% |
| YTD | -63.9% | +32.8% | -96.7% | -74.7% |
| 1Y | -72.8% | +54.7% | -127.5% | -82.7% |
| All | +80.9% | +56.0% | +24.9% | +3.8% |
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