+91.3%
SYF vs ONTO
+243.6%
-152.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.2% | -6.1% | -1.4% |
| 7D | +2.4% | -1.0% | +3.4% | +2.6% |
| 30D | +0.8% | -2.9% | +3.7% | +0.6% |
| 3M | +13.4% | -2.5% | +15.9% | +9.7% |
| 6M | +16.3% | +28.2% | -11.9% | +2.8% |
| YTD | -3.0% | +69.8% | -72.8% | -21.6% |
| 1Y | +5.7% | +162.9% | -157.2% | -25.9% |
| 3Y | +160.1% | +95.9% | +64.2% | +75.9% |
| All | +91.3% | +243.6% | -152.3% | -3.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling