+1,003.0%
STX vs ONTO
+449.2%
+553.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +12.0% | -2.2% | +4.8% |
| 7D | -14.8% | +1.4% | -16.1% | -15.1% |
| 30D | -35.4% | -34.1% | -1.2% | -23.3% |
| 3M | -37.7% | -37.1% | -0.6% | -25.0% |
| 6M | -35.2% | -31.8% | -3.4% | -25.3% |
| YTD | +84.4% | +22.9% | +61.5% | +69.8% |
| 1Y | +82.3% | +39.5% | +42.7% | +60.2% |
| 3Y | +646.2% | +57.7% | +588.6% | +456.0% |
| 5Y | +487.4% | +115.8% | +371.6% | +264.0% |
| All | +1,003.0% | +449.2% | +553.8% | +325.4% |
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