-8.8%
MOS vs ONTO
+33.8%
-42.6%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +12.0% | -10.1% | +1.8% |
| 7D | +19.7% | +1.4% | +18.3% | +19.4% |
| 30D | +21.5% | -34.1% | +55.6% | +23.2% |
| 3M | -0.4% | -37.1% | +36.6% | +1.0% |
| 6M | +4.5% | -31.8% | +36.4% | +4.1% |
| YTD | -2.9% | +22.9% | -25.8% | -3.3% |
| All | -8.8% | +33.8% | -42.6% | -10.8% |
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