+157.1%
MMM vs ONTO
+45.4%
+111.7%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +11.1% | -12.5% | -2.4% |
| 7D | +6.2% | -14.0% | +20.2% | +7.4% |
| 30D | +14.2% | -43.1% | +57.3% | +20.1% |
| 3M | +2.9% | -35.5% | +38.4% | +6.2% |
| 6M | +27.6% | -41.1% | +68.6% | +31.3% |
| YTD | +17.3% | +9.8% | +7.5% | +11.0% |
| 1Y | +15.1% | +31.5% | -16.4% | +6.2% |
| 3Y | +157.1% | +45.2% | +112.0% | +122.7% |
| All | +157.1% | +45.4% | +111.7% | +122.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling