+28.2%
MOS vs ONTO
+508.7%
-480.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.9% | -9.7% | -2.8% |
| 7D | +5.5% | +16.4% | -10.9% | +1.1% |
| 30D | +21.0% | -21.4% | +42.4% | +25.9% |
| 3M | -0.5% | -32.7% | +32.3% | +6.3% |
| 6M | +6.6% | -25.2% | +31.8% | +6.9% |
| YTD | -2.8% | +36.2% | -39.0% | -19.3% |
| 1Y | -8.1% | +61.2% | -69.2% | -27.8% |
| 3Y | -25.6% | +58.7% | -84.3% | -50.6% |
| 5Y | -29.8% | +143.6% | -173.4% | -65.9% |
| All | +28.2% | +508.7% | -480.5% | -71.1% |
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