+255.5%
SPMO vs ONTO
+476.3%
-220.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.3% | -0.9% |
| 7D | +6.3% | +17.5% | -11.2% | +2.0% |
| 30D | -8.9% | -15.7% | +6.8% | -5.7% |
| 3M | -13.2% | -39.7% | +26.5% | -3.2% |
| 6M | -9.3% | -26.5% | +17.2% | -5.3% |
| YTD | +11.6% | +29.0% | -17.4% | +0.5% |
| 1Y | +13.4% | +57.0% | -43.6% | -2.7% |
| 3Y | +122.9% | +50.0% | +72.9% | +77.7% |
| 5Y | +113.9% | +127.3% | -13.3% | +43.4% |
| All | +255.5% | +476.3% | -220.8% | +57.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling