-52.0%
SOUN vs ONTO
+191.9%
-243.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -2.5% | -5.4% | -6.8% |
| 7D | -15.5% | +34.4% | -49.9% | -26.6% |
| 30D | -26.2% | -20.4% | -5.8% | -20.4% |
| 3M | -51.4% | -37.8% | -13.5% | -42.4% |
| 6M | -55.3% | -24.6% | -30.8% | -54.3% |
| YTD | -63.9% | +32.8% | -96.7% | -73.4% |
| 1Y | -72.8% | +54.7% | -127.5% | -81.6% |
| 3Y | +101.1% | +54.7% | +46.4% | +26.6% |
| All | -52.0% | +191.9% | -243.9% | -76.7% |
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