+397.5%
SIMO vs ONTO
+459.0%
-61.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -2.5% |
| 7D | -16.0% | -2.4% | -13.6% | -15.2% |
| 30D | -35.8% | -32.9% | -2.8% | -24.0% |
| 3M | -26.5% | -32.2% | +5.7% | -13.3% |
| 6M | -33.0% | -30.6% | -2.4% | -21.6% |
| YTD | +84.3% | +25.1% | +59.2% | +73.5% |
| 1Y | +82.0% | +40.0% | +42.0% | +64.6% |
| 3Y | +218.5% | +45.7% | +172.8% | +161.5% |
| 5Y | +175.0% | +128.8% | +46.2% | +78.7% |
| All | +397.5% | +459.0% | -61.6% | +114.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling