-5.9%
MDB vs ONTO
+45.4%
-51.3%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +11.1% | -8.4% | +0.2% |
| 7D | -11.4% | -14.0% | +2.7% | -8.5% |
| 30D | -13.8% | -43.1% | +29.2% | -3.1% |
| 3M | -15.5% | -35.5% | +20.1% | -8.6% |
| 6M | +17.9% | -41.1% | +59.0% | +25.7% |
| YTD | -25.5% | +9.8% | -35.2% | -35.0% |
| 1Y | -12.1% | +31.5% | -43.6% | -27.4% |
| 3Y | -5.9% | +45.2% | -51.0% | -36.7% |
| All | -5.9% | +45.4% | -51.3% | -36.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling