+170.0%
SIMO vs ONTO
+124.4%
+45.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.9% | -2.7% | -4.4% |
| 7D | +4.1% | +17.5% | -13.4% | -2.7% |
| 30D | -24.0% | -15.7% | -8.3% | -17.8% |
| 3M | -31.8% | -39.7% | +8.0% | -15.7% |
| 6M | -36.9% | -26.5% | -10.4% | -27.6% |
| YTD | +84.8% | +29.0% | +55.8% | +74.5% |
| 1Y | +99.0% | +57.0% | +42.0% | +76.3% |
| 3Y | +217.9% | +50.0% | +167.9% | +168.8% |
| All | +170.0% | +124.4% | +45.6% | +80.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling