+180.6%
MPC vs ONTO
+97.2%
+83.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.9% | -0.2% |
| 7D | +5.4% | -1.0% | +6.5% | +5.5% |
| 30D | +31.0% | -2.9% | +33.9% | +30.8% |
| 3M | +46.0% | -2.5% | +48.5% | +44.1% |
| 6M | +77.3% | +28.2% | +49.1% | +68.1% |
| YTD | +141.9% | +69.8% | +72.1% | +119.9% |
| 1Y | +120.9% | +162.9% | -42.0% | +87.7% |
| All | +180.6% | +97.2% | +83.4% | +133.8% |
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