+1,088.0%
STX vs ONTO
+493.5%
+594.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.1% |
| 7D | +16.8% | +34.4% | -17.6% | +3.1% |
| 30D | -27.0% | -20.4% | -6.6% | -19.7% |
| 3M | -37.9% | -37.8% | 0.0% | -24.9% |
| 6M | -32.5% | -24.6% | -7.9% | -25.3% |
| YTD | +98.6% | +32.8% | +65.8% | +77.3% |
| 1Y | +93.6% | +54.7% | +38.9% | +63.4% |
| 3Y | +699.1% | +54.7% | +644.4% | +500.6% |
| 5Y | +481.0% | +134.0% | +347.0% | +248.4% |
| All | +1,088.0% | +493.5% | +594.5% | +344.0% |
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