+286.8%
SMH vs ONTO
+113.5%
+173.4%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.0% | +1.1% | +0.5% |
| 7D | +4.3% | +9.4% | -5.0% | +0.1% |
| 30D | +0.9% | -4.4% | +5.3% | +2.1% |
| 3M | -2.8% | +1.6% | -4.4% | -6.3% |
| 6M | +45.6% | +45.3% | +0.4% | +18.5% |
| YTD | +59.5% | +76.4% | -16.9% | +18.1% |
| 1Y | +93.4% | +167.2% | -73.7% | +17.6% |
| All | +286.8% | +113.5% | +173.4% | +133.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling