-11.6%
MDB vs ONTO
+51.5%
-63.1%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.9% | +1.2% | -1.0% |
| 7D | +6.8% | +17.5% | -10.7% | +2.8% |
| 30D | -6.2% | -15.7% | +9.5% | -3.2% |
| 3M | -29.2% | -39.7% | +10.5% | -22.3% |
| 6M | +10.3% | -26.5% | +36.8% | +11.6% |
| YTD | -20.4% | +29.0% | -49.4% | -33.2% |
| 1Y | -4.8% | +57.0% | -61.8% | -24.6% |
| 3Y | -11.6% | +50.0% | -61.6% | -44.4% |
| All | -11.6% | +51.5% | -63.1% | -44.4% |
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 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