-2.3%
MDB vs ONTO
+104.0%
-106.4%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +6.2% | -10.2% | -5.4% |
| 7D | -17.4% | -1.0% | -16.4% | -17.3% |
| 30D | -2.0% | -2.9% | +0.9% | -2.1% |
| 3M | -3.0% | -2.5% | -0.6% | -5.9% |
| 6M | +48.7% | +28.2% | +20.5% | +29.7% |
| YTD | -12.1% | +69.8% | -81.9% | -29.7% |
| 1Y | +14.5% | +162.9% | -148.4% | -20.2% |
| All | -2.3% | +104.0% | -106.4% | -38.9% |
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 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