+329.7%
SMH vs ONON
-24.2%
+353.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.7% | +0.5% |
| 7D | +4.3% | -3.5% | +7.8% | +5.3% |
| 30D | +0.9% | -30.8% | +31.6% | +10.4% |
| 3M | -2.8% | -29.8% | +27.0% | +5.3% |
| 6M | +45.6% | -34.8% | +80.4% | +60.0% |
| YTD | +59.5% | -42.3% | +101.7% | +80.8% |
| 1Y | +93.4% | -39.5% | +133.0% | +114.8% |
| 3Y | +287.1% | -9.3% | +296.4% | +271.1% |
| All | +329.7% | -24.2% | +353.9% | +272.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling