+86.8%
SMH vs ONTO
+156.1%
-69.3%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -3.4% | +1.0% | -0.9% |
| 7D | +1.4% | +6.5% | -5.1% | -1.5% |
| 30D | -2.2% | -15.9% | +13.7% | +5.1% |
| 3M | -1.9% | -0.2% | -1.7% | -4.6% |
| 6M | +41.0% | +38.7% | +2.3% | +17.4% |
| YTD | +55.6% | +70.4% | -14.8% | +18.2% |
| 1Y | +86.8% | +153.6% | -66.8% | +24.6% |
| All | +86.8% | +156.1% | -69.3% | +24.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling