+340.6%
STRL vs ONTO
+51.5%
+289.1%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -1.4% |
| 7D | +15.7% | +17.5% | -1.9% | +5.7% |
| 30D | -35.5% | -15.7% | -19.8% | -28.5% |
| 3M | -47.1% | -39.7% | -7.4% | -30.3% |
| 6M | -65.8% | -26.5% | -39.3% | -60.1% |
| YTD | -4.5% | +29.0% | -33.5% | -14.7% |
| 1Y | -10.5% | +57.0% | -67.4% | -27.0% |
| 3Y | +340.6% | +50.0% | +290.6% | +283.1% |
| All | +340.6% | +51.5% | +289.1% | +283.1% |
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 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