+148.5%
MA vs ONTO
+459.0%
-310.5%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.3% | +0.2% |
| 7D | +1.8% | -2.4% | +4.2% | +1.7% |
| 30D | +11.8% | -32.9% | +44.8% | +18.0% |
| 3M | +17.2% | -32.2% | +49.4% | +22.3% |
| 6M | +33.4% | -30.6% | +64.0% | +34.5% |
| YTD | +16.1% | +25.1% | -9.0% | +1.3% |
| 1Y | +19.9% | +40.0% | -20.1% | +1.6% |
| 3Y | +70.1% | +45.7% | +24.4% | +24.2% |
| 5Y | +89.6% | +128.8% | -39.1% | +9.5% |
| All | +148.5% | +459.0% | -310.5% | -14.5% |
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