+1.5%
SMR vs ONTO
+210.2%
-208.8%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -3.4% | -2.1% | -4.0% |
| 7D | +4.7% | +6.5% | -1.8% | +1.9% |
| 30D | +3.2% | -15.9% | +19.1% | +11.1% |
| 3M | +9.9% | -0.2% | +10.1% | +7.1% |
| 6M | -15.1% | +38.7% | -53.9% | -28.4% |
| YTD | -27.9% | +70.4% | -98.3% | -43.6% |
| 1Y | -70.2% | +153.6% | -223.8% | -80.0% |
| 3Y | +72.5% | +109.2% | -36.7% | +30.7% |
| All | +1.5% | +210.2% | -208.8% | -29.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling