+34.8%
SMCI vs ONTO
+106.2%
-71.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.4% | -0.6% | -2.0% |
| 7D | -1.3% | +6.5% | -7.8% | -4.9% |
| 30D | +18.3% | -15.9% | +34.2% | +30.4% |
| 3M | +27.7% | -0.2% | +27.9% | +21.6% |
| 6M | +17.6% | +38.7% | -21.2% | -8.2% |
| YTD | +27.7% | +70.4% | -42.6% | -13.8% |
| 1Y | -14.9% | +153.6% | -168.5% | -56.7% |
| All | +34.8% | +106.2% | -71.4% | -31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling