+57.4%
MDT vs ONTO
+51.5%
+5.9%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.9% | +4.7% | +1.8% |
| 7D | +1.0% | +17.5% | -16.5% | +1.4% |
| 30D | +9.2% | -15.7% | +24.8% | +9.1% |
| 3M | +14.5% | -39.7% | +54.2% | +14.3% |
| 6M | +37.3% | -26.5% | +63.8% | +36.3% |
| YTD | +9.8% | +29.0% | -19.2% | +6.6% |
| 1Y | +10.5% | +57.0% | -46.4% | +6.6% |
| 3Y | +57.4% | +50.0% | +7.4% | +48.5% |
| All | +57.4% | +51.5% | +5.9% | +48.5% |
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