+695.2%
SMH vs ONTO
+476.3%
+218.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.9% | -0.1% | -1.5% |
| 7D | +4.9% | +17.5% | -12.6% | -3.5% |
| 30D | -13.8% | -15.7% | +1.8% | -7.2% |
| 3M | -17.4% | -39.7% | +22.3% | +3.8% |
| 6M | -15.0% | -26.5% | +11.5% | -6.4% |
| YTD | +35.2% | +29.0% | +6.2% | +9.3% |
| 1Y | +41.6% | +57.0% | -15.4% | +3.3% |
| 3Y | +215.6% | +50.0% | +165.6% | +105.1% |
| 5Y | +233.2% | +127.3% | +106.0% | +60.9% |
| All | +695.2% | +476.3% | +218.9% | +108.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling