+504.0%
STRL vs ONTO
+97.2%
+406.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +6.2% | -0.4% | +2.5% |
| 7D | +3.4% | -1.0% | +4.4% | +4.0% |
| 30D | -9.2% | -2.9% | -6.3% | -8.7% |
| 3M | -51.0% | -2.5% | -48.6% | -51.2% |
| 6M | +15.8% | +28.2% | -12.4% | +1.3% |
| YTD | +58.9% | +69.8% | -10.9% | +22.1% |
| 1Y | +68.5% | +162.9% | -94.4% | +6.6% |
| All | +504.0% | +97.2% | +406.8% | +340.2% |
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