+178.1%
MDB vs ONTO
+695.7%
-517.6%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +4.9% | -8.3% | -5.3% |
| 7D | -18.0% | +9.7% | -27.7% | -21.1% |
| 30D | -10.7% | -8.8% | -1.9% | -8.7% |
| 3M | +1.0% | +4.5% | -3.5% | -7.2% |
| 6M | +31.6% | +56.4% | -24.8% | -2.7% |
| YTD | -15.2% | +78.1% | -93.3% | -41.6% |
| 1Y | +10.1% | +171.3% | -161.1% | -38.6% |
| 3Y | -5.6% | +118.7% | -124.3% | -52.4% |
| 5Y | -24.5% | +269.4% | -293.9% | -71.8% |
| All | +178.1% | +695.7% | -517.6% | -32.4% |
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