+1,000.4%
SMCI vs ONON
-22.6%
+1,023.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +2.1% | +5.2% | +6.6% |
| 7D | +1.3% | -2.1% | +3.4% | +2.0% |
| 30D | +6.6% | -11.6% | +18.2% | +11.1% |
| 3M | +25.4% | -30.1% | +55.5% | +38.7% |
| 6M | +26.1% | -30.5% | +56.6% | +39.7% |
| YTD | +37.0% | -41.0% | +78.0% | +60.1% |
| 1Y | -8.8% | -36.7% | +27.9% | +2.8% |
| 3Y | +44.6% | -8.6% | +53.2% | +45.0% |
| All | +1,000.4% | -22.6% | +1,023.0% | +887.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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