+609.5%
MPC vs ONTO
+449.2%
+160.3%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +12.0% | -7.4% | +1.9% |
| 7D | -9.4% | +1.4% | -10.8% | -10.1% |
| 30D | -14.3% | -34.1% | +19.8% | -7.0% |
| 3M | +31.1% | -37.1% | +68.2% | +42.0% |
| 6M | +60.3% | -31.8% | +92.1% | +64.6% |
| YTD | +142.5% | +22.9% | +119.6% | +106.8% |
| 1Y | +104.6% | +39.5% | +65.1% | +67.4% |
| 3Y | +191.7% | +57.7% | +134.0% | +95.1% |
| 5Y | +549.2% | +115.8% | +433.4% | +236.7% |
| All | +609.5% | +449.2% | +160.3% | +79.6% |
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