+159.3%
MP vs ONTO
+51.5%
+107.8%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.9% | +6.4% | +4.5% |
| 7D | +9.5% | +17.5% | -8.0% | +2.9% |
| 30D | -3.0% | -15.7% | +12.7% | +1.8% |
| 3M | -30.4% | -39.7% | +9.4% | -18.5% |
| 6M | -39.2% | -26.5% | -12.7% | -35.5% |
| YTD | -23.3% | +29.0% | -52.3% | -33.3% |
| 1Y | -32.6% | +57.0% | -89.6% | -45.2% |
| 3Y | +159.3% | +50.0% | +109.3% | +90.1% |
| All | +159.3% | +51.5% | +107.8% | +90.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling