+72.4%
ONTO vs SMTC
+0.6%
+71.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -17.5% | +1.9% | -6.9% |
| 7D | -29.7% | -35.0% | +5.3% | -12.7% |
| 30D | -50.3% | -53.6% | +3.3% | -27.4% |
| 3M | -43.5% | -24.5% | -19.0% | -35.8% |
| 6M | -48.9% | -19.0% | -29.9% | -43.4% |
| YTD | -1.2% | +24.2% | -25.4% | -11.1% |
| 1Y | +14.9% | +35.6% | -20.7% | -1.1% |
| 3Y | +31.2% | +521.9% | -490.7% | -56.8% |
| All | +72.4% | +0.6% | +71.7% | +106.1% |
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