+239.2%
STRL vs ONTO
+45.4%
+193.8%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +11.1% | -7.6% | -2.7% |
| 7D | -26.9% | -14.0% | -12.9% | -19.8% |
| 30D | -52.7% | -43.1% | -9.6% | -35.2% |
| 3M | -52.8% | -35.5% | -17.3% | -40.4% |
| 6M | -71.5% | -41.1% | -30.4% | -62.5% |
| YTD | -17.4% | +9.8% | -27.2% | -19.2% |
| 1Y | -35.0% | +31.5% | -66.5% | -41.4% |
| 3Y | +239.2% | +45.2% | +194.1% | +208.7% |
| All | +239.2% | +45.4% | +193.8% | +208.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling