+146.2%
MA vs ONTO
+493.5%
-347.3%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -0.8% |
| 7D | -0.5% | +34.4% | -34.9% | -5.2% |
| 30D | +7.9% | -20.4% | +28.3% | +10.8% |
| 3M | +16.8% | -37.8% | +54.6% | +23.9% |
| 6M | +31.0% | -24.6% | +55.5% | +30.2% |
| YTD | +15.0% | +32.8% | -17.8% | -0.6% |
| 1Y | +17.0% | +54.7% | -37.7% | -2.7% |
| 3Y | +68.5% | +54.7% | +13.8% | +21.9% |
| 5Y | +85.0% | +134.0% | -49.0% | +7.3% |
| All | +146.2% | +493.5% | -347.3% | -16.2% |
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 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