+1,695.8%
STRL vs ONTO
+508.7%
+1,187.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.9% | -4.0% | +0.5% |
| 7D | +7.1% | +16.4% | -9.2% | -0.5% |
| 30D | -39.4% | -21.4% | -17.9% | -31.3% |
| 3M | -43.0% | -32.7% | -10.2% | -30.7% |
| 6M | -65.0% | -25.2% | -39.8% | -60.0% |
| YTD | -0.8% | +36.2% | -37.0% | -12.6% |
| 1Y | -20.3% | +61.2% | -81.5% | -34.6% |
| 3Y | +356.5% | +58.7% | +297.8% | +253.3% |
| 5Y | +952.8% | +143.6% | +809.2% | +529.2% |
| All | +1,695.8% | +508.7% | +1,187.1% | +494.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling