+1,869.3%
STX vs ONTO
+695.7%
+1,173.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.9% | +1.6% | +4.5% |
| 7D | +10.7% | +9.7% | +1.1% | +6.8% |
| 30D | +11.3% | -8.8% | +20.1% | +15.5% |
| 3M | +3.2% | +4.5% | -1.3% | +0.6% |
| 6M | +157.0% | +56.4% | +100.6% | +114.5% |
| YTD | +229.2% | +78.1% | +151.1% | +161.7% |
| 1Y | +381.8% | +171.3% | +210.6% | +229.3% |
| 3Y | +1,383.2% | +118.7% | +1,264.5% | +865.4% |
| 5Y | +1,144.9% | +269.4% | +875.5% | +525.8% |
| All | +1,869.3% | +695.7% | +1,173.6% | +555.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling