+2,022.6%
STRL vs ONTO
+243.6%
+1,779.0%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +6.2% | -0.4% | +2.8% |
| 7D | +3.4% | -1.0% | +4.4% | +3.9% |
| 30D | -9.2% | -2.9% | -6.3% | -8.7% |
| 3M | -51.0% | -2.5% | -48.6% | -51.0% |
| 6M | +15.8% | +28.2% | -12.4% | +3.2% |
| YTD | +58.9% | +69.8% | -10.9% | +25.8% |
| 1Y | +68.5% | +162.9% | -94.4% | +11.8% |
| 3Y | +485.2% | +95.9% | +389.3% | +319.2% |
| All | +2,022.6% | +243.6% | +1,779.0% | +1,044.4% |
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