+163.3%
SYF vs ONTO
+45.4%
+117.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.1% | -11.5% | -2.4% |
| 7D | -2.1% | -14.0% | +11.9% | 0.0% |
| 30D | +2.5% | -43.1% | +45.6% | +12.5% |
| 3M | -6.3% | -35.5% | +29.2% | -0.7% |
| 6M | -1.5% | -41.1% | +39.6% | +3.7% |
| YTD | -10.5% | +9.8% | -20.3% | -19.8% |
| 1Y | +1.5% | +31.5% | -30.0% | -13.1% |
| 3Y | +163.3% | +45.2% | +118.1% | +118.7% |
| All | +163.3% | +45.4% | +117.9% | +118.7% |
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