+449.2%
ONTO vs SMTC
+131.9%
+317.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +12.8% | -0.8% | +5.0% |
| 7D | +1.4% | -4.8% | +6.2% | +4.4% |
| 30D | -34.1% | -37.8% | +3.7% | -14.9% |
| 3M | -37.1% | -16.5% | -20.6% | -31.6% |
| 6M | -31.8% | -4.4% | -27.4% | -31.2% |
| YTD | +22.9% | +58.0% | -35.1% | -6.4% |
| 1Y | +39.5% | +62.0% | -22.5% | +4.3% |
| 3Y | +57.7% | +745.7% | -688.0% | -65.5% |
| 5Y | +115.8% | +29.0% | +86.8% | +63.5% |
| All | +449.2% | +131.9% | +317.3% | +156.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling