+70.5%
MMM vs ONTO
+508.7%
-438.3%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.9% | -9.1% | -1.5% |
| 7D | -2.6% | +16.4% | -19.0% | -4.9% |
| 30D | +17.4% | -21.4% | +38.8% | +20.4% |
| 3M | +3.6% | -32.7% | +36.3% | +8.1% |
| 6M | +33.0% | -25.2% | +58.2% | +34.0% |
| YTD | +19.6% | +36.2% | -16.6% | +8.4% |
| 1Y | +14.0% | +61.2% | -47.1% | +0.3% |
| 3Y | +164.3% | +58.7% | +105.6% | +116.4% |
| 5Y | +49.3% | +143.6% | -94.3% | +7.3% |
| All | +70.5% | +508.7% | -438.3% | -9.3% |
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