+194.1%
MO vs ONTO
+476.3%
-282.3%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.8% | +1.0% |
| 7D | +3.3% | +17.5% | -14.2% | +3.1% |
| 30D | +7.5% | -15.7% | +23.2% | +7.8% |
| 3M | +22.8% | -39.7% | +62.5% | +23.7% |
| 6M | +13.4% | -26.5% | +39.8% | +13.1% |
| YTD | +43.0% | +29.0% | +14.0% | +38.3% |
| 1Y | +45.2% | +57.0% | -11.7% | +39.0% |
| 3Y | +145.5% | +50.0% | +95.5% | +123.1% |
| 5Y | +157.1% | +127.3% | +29.8% | +111.7% |
| All | +194.1% | +476.3% | -282.3% | +79.4% |
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