+633.1%
MPC vs ONTO
+508.7%
+124.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +8.9% | -5.5% | +1.4% |
| 7D | +2.6% | +16.4% | -13.8% | -1.3% |
| 30D | -12.2% | -21.4% | +9.2% | -8.4% |
| 3M | +20.1% | -32.7% | +52.8% | +28.4% |
| 6M | +60.6% | -25.2% | +85.8% | +61.6% |
| YTD | +150.6% | +36.2% | +114.3% | +108.7% |
| 1Y | +104.7% | +61.2% | +43.5% | +61.8% |
| 3Y | +194.5% | +58.7% | +135.8% | +100.1% |
| 5Y | +582.3% | +143.6% | +438.6% | +242.1% |
| All | +633.1% | +508.7% | +124.3% | +81.3% |
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