+534.5%
MPC vs ONTO
+84.2%
+450.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.1% | -12.3% | -2.4% |
| 7D | -16.2% | -14.0% | -2.2% | -14.9% |
| 30D | -15.7% | -43.1% | +27.4% | -10.9% |
| 3M | +24.9% | -35.5% | +60.4% | +29.3% |
| 6M | +52.7% | -41.1% | +93.7% | +57.5% |
| YTD | +131.9% | +9.8% | +122.1% | +116.2% |
| 1Y | +96.6% | +31.5% | +65.1% | +77.9% |
| 3Y | +163.8% | +45.2% | +118.6% | +117.8% |
| All | +534.5% | +84.2% | +450.2% | +348.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling