+73.5%
MCD vs ONTO
+459.0%
-385.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.8% | -1.5% | +0.2% |
| 7D | +7.3% | -2.4% | +9.7% | +7.2% |
| 30D | +20.0% | -32.9% | +52.9% | +22.2% |
| 3M | +3.8% | -32.2% | +36.0% | +5.4% |
| 6M | +3.8% | -30.6% | +34.4% | +4.0% |
| YTD | -5.9% | +25.1% | -31.0% | -10.7% |
| 1Y | -3.2% | +40.0% | -43.2% | -9.3% |
| 3Y | +13.3% | +45.7% | -32.4% | -1.1% |
| 5Y | +25.2% | +128.8% | -103.5% | -4.3% |
| All | +73.5% | +459.0% | -385.6% | -11.2% |
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