+937.9%
STRL vs ONTO
+124.4%
+813.6%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.9% | -0.2% | -1.6% |
| 7D | +15.7% | +17.5% | -1.9% | +6.8% |
| 30D | -35.5% | -15.7% | -19.8% | -29.2% |
| 3M | -47.1% | -39.7% | -7.4% | -32.1% |
| 6M | -65.8% | -26.5% | -39.3% | -60.4% |
| YTD | -4.5% | +29.0% | -33.5% | -13.1% |
| 1Y | -10.5% | +57.0% | -67.4% | -24.9% |
| 3Y | +340.6% | +50.0% | +290.6% | +263.4% |
| All | +937.9% | +124.4% | +813.6% | +584.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling