+22.4%
MOS vs ONTO
+493.5%
-471.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.5% | -2.1% | -4.0% |
| 7D | -2.6% | +34.4% | -37.0% | -9.2% |
| 30D | +13.5% | -20.4% | +33.9% | +17.7% |
| 3M | -2.9% | -37.8% | +34.9% | +5.8% |
| 6M | -1.0% | -24.6% | +23.6% | -1.0% |
| YTD | -7.2% | +32.8% | -40.0% | -22.6% |
| 1Y | -11.4% | +54.7% | -66.1% | -29.7% |
| 3Y | -29.0% | +54.7% | -83.7% | -52.6% |
| 5Y | -34.0% | +134.0% | -168.0% | -67.5% |
| All | +22.4% | +493.5% | -471.1% | -72.3% |
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