+267.3%
MP vs ONTO
+535.1%
-267.8%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.9% | -8.1% | -3.1% |
| 7D | +2.3% | +16.4% | -14.1% | -5.0% |
| 30D | -15.3% | -21.4% | +6.1% | -7.5% |
| 3M | -33.5% | -32.7% | -0.8% | -23.6% |
| 6M | -45.5% | -25.2% | -20.3% | -42.1% |
| YTD | -27.3% | +36.2% | -63.5% | -41.4% |
| 1Y | -40.7% | +61.2% | -101.9% | -55.7% |
| 3Y | +145.9% | +58.7% | +87.2% | +53.9% |
| 5Y | -13.9% | +143.6% | -157.5% | -61.7% |
| All | +267.3% | +535.1% | -267.8% | +11.0% |
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 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