+415.5%
SIMO vs ONTO
+97.2%
+318.2%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.2% | +2.5% | +6.2% |
| 7D | +4.2% | -1.0% | +5.3% | +4.8% |
| 30D | +4.1% | -2.9% | +7.0% | +4.2% |
| 3M | -12.9% | -2.5% | -10.4% | -12.3% |
| 6M | +110.3% | +28.2% | +82.1% | +91.7% |
| YTD | +178.6% | +69.8% | +108.8% | +129.5% |
| 1Y | +220.0% | +162.9% | +57.1% | +127.9% |
| All | +415.5% | +97.2% | +318.2% | +293.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling