-8.8%
SMCI vs ONTO
+162.0%
-170.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +4.6% | +2.7% | +4.9% |
| 7D | +1.3% | +4.9% | -3.7% | -1.1% |
| 30D | +6.6% | -16.6% | +23.2% | +16.0% |
| 3M | +25.4% | -7.3% | +32.8% | +25.4% |
| 6M | +26.1% | +45.9% | -19.8% | +1.5% |
| YTD | +37.0% | +78.2% | -41.2% | +1.8% |
| 1Y | -8.8% | +159.8% | -168.6% | -39.6% |
| All | -8.8% | +162.0% | -170.7% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling