-73.1%
SMR vs ONTO
+162.8%
-235.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +6.2% | -6.7% | -4.5% |
| 7D | +4.4% | -1.0% | +5.4% | +4.8% |
| 30D | +3.4% | -2.9% | +6.3% | +2.8% |
| 3M | -19.2% | -2.5% | -16.7% | -24.7% |
| 6M | -22.6% | +28.2% | -50.9% | -43.8% |
| YTD | -31.5% | +69.8% | -101.3% | -60.7% |
| 1Y | -73.1% | +162.9% | -236.0% | -87.0% |
| All | -73.1% | +162.8% | -235.9% | -87.0% |
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 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