+140.9%
SYF vs ONTO
+476.3%
-335.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.7% |
| 7D | -2.0% | +17.5% | -19.5% | -7.3% |
| 30D | +1.2% | -15.7% | +16.9% | +4.7% |
| 3M | -9.4% | -39.7% | +30.4% | +3.1% |
| 6M | +4.4% | -26.5% | +30.9% | +5.4% |
| YTD | -11.9% | +29.0% | -40.9% | -30.1% |
| 1Y | -0.4% | +57.0% | -57.4% | -27.0% |
| 3Y | +159.6% | +50.0% | +109.6% | +61.5% |
| 5Y | +60.9% | +127.3% | -66.4% | -27.5% |
| All | +140.9% | +476.3% | -335.5% | -51.5% |
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 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