+125.0%
SU vs ONTO
+115.7%
+9.4%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -0.4% |
| 7D | +2.2% | +4.9% | -2.7% | +1.9% |
| 30D | +8.4% | -16.6% | +25.1% | +9.5% |
| 3M | +12.1% | -7.3% | +19.4% | +11.6% |
| 6M | +19.7% | +45.9% | -26.3% | +13.8% |
| YTD | +58.4% | +78.2% | -19.8% | +47.5% |
| 1Y | +67.2% | +159.8% | -92.6% | +49.5% |
| 3Y | +125.0% | +123.4% | +1.6% | +99.4% |
| All | +125.0% | +115.7% | +9.4% | +99.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling