+1,749.3%
STX vs ONTO
+658.6%
+1,090.7%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.2% | +0.2% | +3.9% |
| 7D | +2.4% | -1.0% | +3.4% | +2.8% |
| 30D | +1.4% | -2.9% | +4.3% | +1.7% |
| 3M | -8.2% | -2.5% | -5.8% | -8.0% |
| 6M | +127.0% | +28.2% | +98.8% | +104.0% |
| YTD | +209.1% | +69.8% | +139.4% | +150.3% |
| 1Y | +365.4% | +162.9% | +202.5% | +222.2% |
| 3Y | +1,135.4% | +95.9% | +1,039.4% | +741.0% |
| 5Y | +991.5% | +244.5% | +747.0% | +463.4% |
| All | +1,749.3% | +658.6% | +1,090.7% | +527.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling