+86.2%
SU vs ONTO
+46.1%
+40.0%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -8.7% | +4.2% | -4.6% |
| 7D | -7.1% | -17.4% | +10.3% | -7.4% |
| 30D | +4.8% | -43.2% | +48.0% | +3.6% |
| 3M | +12.5% | -35.7% | +48.2% | +11.7% |
| 6M | +6.5% | -38.3% | +44.8% | +5.3% |
| YTD | +65.8% | +17.1% | +48.7% | +61.1% |
| 1Y | +86.2% | +43.1% | +43.0% | +81.5% |
| All | +86.2% | +46.1% | +40.0% | +81.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling