-20.3%
STRL vs ONTO
+53.2%
-73.5%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +8.9% | -4.0% | -1.5% |
| 7D | +7.1% | +16.4% | -9.2% | -4.3% |
| 30D | -39.4% | -21.4% | -17.9% | -28.1% |
| 3M | -43.0% | -32.7% | -10.2% | -25.7% |
| 6M | -65.0% | -25.2% | -39.8% | -59.5% |
| YTD | -0.8% | +36.2% | -37.0% | -29.2% |
| 1Y | -20.3% | +61.2% | -81.5% | -52.1% |
| All | -20.3% | +53.2% | -73.5% | -52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling