-7.2%
SYK vs ONTO
+106.2%
-113.4%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.5% | -1.9% |
| 7D | -12.3% | +6.5% | -18.9% | -12.5% |
| 30D | -22.4% | -15.9% | -6.5% | -22.2% |
| 3M | -12.3% | -0.2% | -12.2% | -13.4% |
| 6M | -24.3% | +38.7% | -63.1% | -27.4% |
| YTD | -22.8% | +70.4% | -93.1% | -27.3% |
| 1Y | -28.8% | +153.6% | -182.4% | -35.6% |
| All | -7.2% | +106.2% | -113.4% | -23.6% |
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