+73.0%
SIMO vs ONTO
+27.4%
+45.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +11.1% | -6.9% | -3.1% |
| 7D | -22.0% | -14.0% | -8.0% | -13.7% |
| 30D | -43.0% | -43.1% | 0.0% | -18.6% |
| 3M | -39.1% | -35.5% | -3.6% | -20.0% |
| 6M | -33.3% | -41.1% | +7.8% | -9.2% |
| YTD | +77.0% | +9.8% | +67.2% | +89.1% |
| 1Y | +73.0% | +31.5% | +41.5% | +71.3% |
| All | +73.0% | +27.4% | +45.7% | +71.3% |
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