-10.1%
SOUN vs ONTO
+273.2%
-283.3%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | -2.9% |
| 7D | -5.2% | -1.0% | -4.2% | -4.8% |
| 30D | +4.8% | -2.9% | +7.7% | +4.6% |
| 3M | -15.9% | -2.5% | -13.4% | -19.6% |
| 6M | -17.4% | +28.2% | -45.6% | -34.0% |
| YTD | -32.4% | +69.8% | -102.2% | -53.6% |
| 1Y | -49.3% | +162.9% | -212.2% | -72.6% |
| 3Y | +167.5% | +95.9% | +71.5% | +56.1% |
| All | -10.1% | +273.2% | -283.3% | -59.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling