+534.5%
MCK vs ONTO
+696.1%
-161.6%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.2% |
| 7D | -2.9% | +4.9% | -7.9% | -3.2% |
| 30D | +0.4% | -16.6% | +17.0% | +1.3% |
| 3M | +12.1% | -7.3% | +19.4% | +11.5% |
| 6M | -5.4% | +45.9% | -51.4% | -9.8% |
| YTD | +7.8% | +78.2% | -70.4% | +0.9% |
| 1Y | +22.9% | +159.8% | -136.9% | +10.9% |
| 3Y | +110.7% | +123.4% | -12.7% | +78.5% |
| 5Y | +346.2% | +265.8% | +80.4% | +221.3% |
| All | +534.5% | +696.1% | -161.6% | +225.9% |
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