-8.1%
MOS vs ONTO
+53.2%
-61.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +8.9% | -9.7% | -0.8% |
| 7D | +5.5% | +16.4% | -10.9% | +5.5% |
| 30D | +21.0% | -21.4% | +42.4% | +22.3% |
| 3M | -0.5% | -32.7% | +32.3% | +1.2% |
| 6M | +6.6% | -25.2% | +31.8% | +6.2% |
| YTD | -2.8% | +36.2% | -39.0% | -2.5% |
| 1Y | -8.1% | +61.2% | -69.2% | -10.0% |
| All | -8.1% | +53.2% | -61.3% | -10.0% |
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