+826.3%
SMH vs ONTO
+658.6%
+167.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +6.2% | -3.6% | -0.5% |
| 7D | +2.5% | -1.0% | +3.5% | +2.9% |
| 30D | -0.5% | -2.9% | +2.4% | -0.7% |
| 3M | -9.6% | -2.5% | -7.2% | -11.7% |
| 6M | +42.1% | +28.2% | +13.9% | +18.8% |
| YTD | +57.4% | +69.8% | -12.3% | +13.2% |
| 1Y | +96.2% | +162.9% | -66.7% | +10.8% |
| 3Y | +267.9% | +95.9% | +172.0% | +111.7% |
| 5Y | +327.7% | +244.5% | +83.2% | +69.6% |
| All | +826.3% | +658.6% | +167.7% | +115.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling