+2,868.1%
STRL vs ONTO
+695.7%
+2,172.4%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.9% | -1.7% | +0.9% |
| 7D | +10.1% | +9.7% | +0.5% | +5.4% |
| 30D | -8.2% | -8.8% | +0.6% | -4.4% |
| 3M | -43.7% | +4.5% | -48.2% | -45.5% |
| 6M | +27.1% | +56.4% | -29.3% | +3.8% |
| YTD | +64.0% | +78.1% | -14.1% | +26.3% |
| 1Y | +75.2% | +171.3% | -96.1% | +12.9% |
| 3Y | +539.9% | +118.7% | +421.2% | +322.0% |
| 5Y | +2,133.0% | +269.4% | +1,863.6% | +986.4% |
| All | +2,868.1% | +695.7% | +2,172.4% | +759.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling