+404.7%
SIMO vs ONTO
+449.2%
-44.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +12.0% | -6.3% | +0.7% |
| 7D | -8.5% | +1.4% | -9.8% | -8.8% |
| 30D | -34.8% | -34.1% | -0.7% | -22.3% |
| 3M | -32.8% | -37.1% | +4.2% | -18.3% |
| 6M | -32.0% | -31.8% | -0.2% | -19.8% |
| YTD | +87.0% | +22.9% | +64.1% | +77.4% |
| 1Y | +86.1% | +39.5% | +46.6% | +68.8% |
| 3Y | +226.4% | +57.7% | +168.7% | +160.8% |
| 5Y | +172.1% | +115.8% | +56.3% | +81.0% |
| All | +404.7% | +449.2% | -44.5% | +119.2% |
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