+61.7%
MAS vs ONTO
+30.9%
+30.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -15.6% | +12.2% | -1.6% |
| 7D | +4.6% | -29.7% | +34.3% | +8.6% |
| 30D | +19.9% | -50.3% | +70.2% | +29.8% |
| 3M | +8.9% | -43.5% | +52.4% | +15.0% |
| 6M | +20.2% | -48.9% | +69.0% | +26.8% |
| YTD | +33.9% | -1.2% | +35.1% | +28.4% |
| 1Y | +34.7% | +14.9% | +19.8% | +26.4% |
| All | +61.7% | +30.9% | +30.8% | +37.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling