+160.9%
SYF vs ONTO
+695.7%
-534.7%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +4.9% | -6.5% | -3.3% |
| 7D | +2.6% | +9.7% | -7.0% | -0.7% |
| 30D | 0.0% | -8.8% | +8.9% | +2.1% |
| 3M | +11.9% | +4.5% | +7.4% | +4.5% |
| 6M | +18.9% | +56.4% | -37.5% | -6.6% |
| YTD | -4.6% | +78.1% | -82.7% | -29.7% |
| 1Y | +6.4% | +171.3% | -164.9% | -34.9% |
| 3Y | +167.2% | +118.7% | +48.5% | +48.7% |
| 5Y | +92.3% | +269.4% | -177.0% | -27.5% |
| All | +160.9% | +695.7% | -534.7% | -51.2% |
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