+100.5%
SIMO vs ONTO
+46.1%
+54.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -8.7% | -0.9% | -4.0% |
| 7D | -16.9% | -17.4% | +0.5% | -5.7% |
| 30D | -35.4% | -43.2% | +7.8% | -7.8% |
| 3M | -31.9% | -35.7% | +3.9% | -10.5% |
| 6M | -19.3% | -38.3% | +19.0% | +6.1% |
| YTD | +98.5% | +17.1% | +81.4% | +98.0% |
| 1Y | +100.5% | +43.1% | +57.4% | +78.0% |
| All | +100.5% | +46.1% | +54.4% | +78.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling