+10.8%
MMM vs ONTO
+167.3%
-156.5%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.9% | -5.5% | -1.0% |
| 7D | -1.6% | +9.7% | -11.2% | -2.4% |
| 30D | -8.0% | -8.8% | +0.8% | -7.6% |
| 3M | +9.4% | +4.5% | +4.9% | +7.3% |
| 6M | +10.2% | +56.4% | -46.2% | +1.7% |
| YTD | +6.1% | +78.1% | -72.0% | -3.7% |
| 1Y | +10.8% | +171.3% | -160.5% | -3.9% |
| All | +10.8% | +167.3% | -156.5% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling