+252.5%
MAR vs ONTO
+493.5%
-240.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.5% | -0.5% |
| 7D | +1.8% | +34.4% | -32.6% | -5.4% |
| 30D | +14.3% | -20.4% | +34.8% | +18.9% |
| 3M | +20.0% | -37.8% | +57.9% | +31.1% |
| 6M | +21.7% | -24.6% | +46.3% | +21.3% |
| YTD | +37.7% | +32.8% | +4.9% | +14.7% |
| 1Y | +46.8% | +54.7% | -7.9% | +16.5% |
| 3Y | +121.0% | +54.7% | +66.3% | +51.9% |
| 5Y | +183.1% | +134.0% | +49.1% | +51.9% |
| All | +252.5% | +493.5% | -240.9% | +10.7% |
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