+13.4%
SPMO vs ONTO
+52.3%
-38.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.3% | -0.8% |
| 7D | +6.3% | +17.5% | -11.2% | +1.4% |
| 30D | -8.9% | -15.7% | +6.8% | -5.4% |
| 3M | -13.2% | -39.7% | +26.5% | -2.1% |
| 6M | -9.3% | -26.5% | +17.2% | -4.8% |
| YTD | +11.6% | +29.0% | -17.4% | +1.6% |
| 1Y | +13.4% | +57.0% | -43.6% | -1.3% |
| All | +13.4% | +52.3% | -38.9% | -1.3% |
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