+195.6%
MGY vs ONTO
+696.1%
-500.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.4% | -0.8% |
| 7D | +3.5% | +4.9% | -1.4% | +2.4% |
| 30D | +5.3% | -16.6% | +21.9% | +9.1% |
| 3M | +2.6% | -7.3% | +10.0% | +0.9% |
| 6M | -3.3% | +45.9% | -49.2% | -17.5% |
| YTD | +29.2% | +78.2% | -49.0% | +2.9% |
| 1Y | +18.0% | +159.8% | -141.8% | -17.1% |
| 3Y | +30.0% | +123.4% | -93.4% | -17.2% |
| 5Y | +92.7% | +265.8% | -173.1% | -8.1% |
| All | +195.6% | +696.1% | -500.5% | -8.8% |
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