+651.7%
SIMO vs ONTO
+658.6%
-6.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +6.2% | +2.5% | +6.4% |
| 7D | +4.2% | -1.0% | +5.3% | +4.7% |
| 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% | +91.5% |
| YTD | +178.6% | +69.8% | +108.8% | +128.8% |
| 1Y | +220.0% | +162.9% | +57.1% | +125.7% |
| 3Y | +409.0% | +95.9% | +313.1% | +263.6% |
| 5Y | +277.3% | +244.5% | +32.8% | +104.3% |
| All | +651.7% | +658.6% | -6.8% | +182.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling