+51.2%
MMM vs ONTO
+695.7%
-644.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.5% | -1.3% |
| 7D | -1.6% | +9.7% | -11.2% | -3.0% |
| 30D | -8.0% | -8.8% | +0.8% | -7.1% |
| 3M | +9.4% | +4.5% | +4.9% | +6.5% |
| 6M | +10.2% | +56.4% | -46.2% | -0.2% |
| YTD | +6.1% | +78.1% | -72.0% | -6.4% |
| 1Y | +10.8% | +171.3% | -160.5% | -9.4% |
| 3Y | +104.8% | +118.7% | -13.9% | +61.1% |
| 5Y | +27.0% | +269.4% | -242.4% | -13.8% |
| All | +51.2% | +695.7% | -644.5% | -21.7% |
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