+1,144.9%
STX vs ONTO
+258.3%
+886.6%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +4.9% | +1.6% | +4.4% |
| 7D | +10.7% | +9.7% | +1.1% | +6.7% |
| 30D | +11.3% | -8.8% | +20.1% | +15.6% |
| 3M | +3.2% | +4.5% | -1.3% | +0.5% |
| 6M | +157.0% | +56.4% | +100.6% | +113.4% |
| YTD | +229.2% | +78.1% | +151.1% | +160.2% |
| 1Y | +381.8% | +171.3% | +210.6% | +227.3% |
| 3Y | +1,383.2% | +118.7% | +1,264.5% | +840.7% |
| 5Y | +1,144.9% | +269.4% | +875.5% | +455.4% |
| All | +1,144.9% | +258.3% | +886.6% | +455.4% |
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