+1,799.1%
SMCI vs ONTO
+695.7%
+1,103.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.9% | -3.2% | -1.0% |
| 7D | +9.7% | +9.7% | 0.0% | +4.1% |
| 30D | +29.3% | -8.8% | +38.1% | +34.9% |
| 3M | -8.5% | +4.5% | -13.0% | -14.2% |
| 6M | +28.6% | +56.4% | -27.8% | -4.0% |
| YTD | +37.5% | +78.1% | -40.5% | -6.0% |
| 1Y | +0.5% | +171.3% | -170.7% | -47.4% |
| 3Y | +43.4% | +118.7% | -75.2% | -19.2% |
| 5Y | +1,008.2% | +269.4% | +738.8% | +359.2% |
| All | +1,799.1% | +695.7% | +1,103.4% | +365.4% |
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