+96.2%
SMH vs ONON
-37.3%
+133.5%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.3% | +3.9% | +2.8% |
| 7D | +2.5% | -3.0% | +5.5% | +3.0% |
| 30D | -0.5% | -26.7% | +26.2% | +3.6% |
| 3M | -9.6% | -25.3% | +15.7% | -6.5% |
| 6M | +42.1% | -35.3% | +77.3% | +49.0% |
| YTD | +57.4% | -39.8% | +97.2% | +66.5% |
| 1Y | +96.2% | -39.2% | +135.4% | +110.4% |
| All | +96.2% | -37.3% | +133.5% | +110.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling