+147.4%
MA vs ONTO
+449.2%
-301.8%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +12.0% | -11.5% | -1.4% |
| 7D | -0.3% | +1.4% | -1.7% | -1.1% |
| 30D | +11.3% | -34.1% | +45.4% | +17.8% |
| 3M | +16.7% | -37.1% | +53.7% | +23.3% |
| 6M | +32.8% | -31.8% | +64.6% | +34.3% |
| YTD | +15.6% | +22.9% | -7.3% | +1.1% |
| 1Y | +19.6% | +39.5% | -19.9% | +1.3% |
| 3Y | +72.1% | +57.7% | +14.4% | +21.9% |
| 5Y | +96.0% | +115.8% | -19.8% | +15.2% |
| All | +147.4% | +449.2% | -301.8% | -14.7% |
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