+325.4%
SMH vs ONON
-22.6%
+348.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.1% | -0.6% | +0.9% |
| 7D | +0.3% | -2.1% | +2.3% | +0.8% |
| 30D | -2.8% | -11.6% | +8.8% | +0.4% |
| 3M | -6.7% | -30.1% | +23.4% | +1.2% |
| 6M | +41.8% | -30.5% | +72.3% | +53.1% |
| YTD | +57.9% | -41.0% | +98.9% | +78.0% |
| 1Y | +87.6% | -36.7% | +124.3% | +105.7% |
| 3Y | +282.9% | -8.6% | +291.5% | +266.4% |
| All | +325.4% | -22.6% | +348.0% | +266.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling