+161.6%
MET vs ONTO
+696.1%
-534.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | -0.5% |
| 7D | -0.5% | +4.9% | -5.4% | -1.5% |
| 30D | +0.5% | -16.6% | +17.1% | +3.7% |
| 3M | +11.6% | -7.3% | +18.9% | +9.7% |
| 6M | +40.8% | +45.9% | -5.1% | +22.8% |
| YTD | +25.7% | +78.2% | -52.5% | +3.5% |
| 1Y | +24.4% | +159.8% | -135.5% | -7.9% |
| 3Y | +67.5% | +123.4% | -56.0% | +12.8% |
| 5Y | +85.8% | +265.8% | -180.0% | -4.8% |
| All | +161.6% | +696.1% | -534.5% | -21.4% |
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 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