-7.7%
MDB vs ONTO
+46.1%
-53.8%
-48.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -8.7% | +6.6% | -1.0% |
| 7D | -16.5% | -17.4% | +0.8% | -14.6% |
| 30D | -8.6% | -43.2% | +34.6% | -3.9% |
| 3M | -13.6% | -35.7% | +22.1% | -10.5% |
| 6M | +24.1% | -38.3% | +62.4% | +27.7% |
| YTD | -21.8% | +17.1% | -38.8% | -37.7% |
| 1Y | -7.7% | +43.1% | -50.9% | -34.7% |
| All | -7.7% | +46.1% | -53.8% | -34.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling