+192.1%
MGY vs ONTO
+695.7%
-503.6%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +4.9% | -2.6% | +1.2% |
| 7D | -0.9% | +9.7% | -10.6% | -3.0% |
| 30D | +10.1% | -8.8% | +18.9% | +11.6% |
| 3M | -1.5% | +4.5% | -6.0% | -6.3% |
| 6M | -4.9% | +56.4% | -61.3% | -20.5% |
| YTD | +27.7% | +78.1% | -50.4% | +1.7% |
| 1Y | +20.1% | +171.3% | -151.2% | -16.7% |
| 3Y | +24.9% | +118.7% | -93.8% | -19.8% |
| 5Y | +91.6% | +269.4% | -177.8% | -9.0% |
| All | +192.1% | +695.7% | -503.6% | -9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling