+195.3%
SU vs ONTO
+696.1%
-500.8%
-69.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -1.1% |
| 7D | +2.2% | +4.9% | -2.7% | +1.2% |
| 30D | +8.4% | -16.6% | +25.1% | +12.0% |
| 3M | +12.1% | -7.3% | +19.4% | +10.3% |
| 6M | +19.7% | +45.9% | -26.3% | +3.8% |
| YTD | +58.4% | +78.2% | -19.8% | +29.6% |
| 1Y | +67.2% | +159.8% | -92.6% | +22.5% |
| 3Y | +125.0% | +123.4% | +1.6% | +47.1% |
| 5Y | +355.1% | +265.8% | +89.3% | +116.4% |
| All | +195.3% | +696.1% | -500.8% | -22.9% |
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