+1,791.5%
SMCI vs ONTO
+696.1%
+1,095.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.7% | +4.7% |
| 7D | +1.3% | +4.9% | -3.7% | -1.3% |
| 30D | +6.6% | -16.6% | +23.2% | +17.2% |
| 3M | +25.4% | -7.3% | +32.8% | +25.8% |
| 6M | +26.1% | +45.9% | -19.8% | -1.8% |
| YTD | +37.0% | +78.2% | -41.2% | -6.3% |
| 1Y | -8.8% | +159.8% | -168.6% | -51.0% |
| 3Y | +44.6% | +123.4% | -78.8% | -19.4% |
| 5Y | +995.9% | +265.8% | +730.1% | +356.6% |
| All | +1,791.5% | +696.1% | +1,095.4% | +364.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling