+155.7%
MDB vs ONTO
+449.2%
-293.5%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +12.0% | -7.3% | +0.1% |
| 7D | -0.9% | +1.4% | -2.3% | -2.2% |
| 30D | -15.2% | -34.1% | +18.9% | -1.5% |
| 3M | -17.9% | -37.1% | +19.2% | -5.3% |
| 6M | +9.3% | -31.8% | +41.2% | +14.7% |
| YTD | -22.0% | +22.9% | -44.9% | -39.4% |
| 1Y | -9.3% | +39.5% | -48.8% | -33.5% |
| 3Y | -10.4% | +57.7% | -68.1% | -49.9% |
| 5Y | -43.2% | +115.8% | -159.1% | -74.3% |
| All | +155.7% | +449.2% | -293.5% | -29.9% |
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