-23.3%
ONON vs SMTC
+107.7%
-131.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +3.0% | +0.7% |
| 7D | -5.3% | +17.5% | -22.9% | -9.3% |
| 30D | -13.1% | +21.3% | -34.4% | -18.2% |
| 3M | -29.3% | +3.1% | -32.5% | -32.7% |
| 6M | -34.5% | +81.7% | -116.2% | -48.6% |
| YTD | -42.2% | +115.9% | -158.2% | -57.2% |
| 1Y | -37.3% | +157.8% | -195.2% | -56.9% |
| 3Y | -9.3% | +557.3% | -566.6% | -64.1% |
| All | -23.3% | +107.7% | -131.0% | -25.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 SMTC 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