+99.7%
ONTO vs SMTC
+463.0%
-363.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +9.2% | -3.1% | +2.1% |
| 7D | -1.0% | +12.7% | -13.8% | -6.2% |
| 30D | -2.9% | +22.0% | -24.9% | -11.6% |
| 3M | -2.5% | -12.7% | +10.2% | +3.3% |
| 6M | +28.2% | +64.8% | -36.6% | +3.9% |
| YTD | +69.8% | +100.7% | -30.9% | +27.3% |
| 1Y | +162.9% | +146.9% | +16.0% | +80.5% |
| All | +99.7% | +463.0% | -363.2% | -11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling