+601.0%
MPC vs ONTO
+124.4%
+476.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.3% | +0.8% |
| 7D | +11.2% | +17.5% | -6.3% | +9.2% |
| 30D | -14.5% | -15.7% | +1.2% | -13.3% |
| 3M | +16.7% | -39.7% | +56.4% | +22.1% |
| 6M | +67.6% | -26.5% | +94.0% | +68.4% |
| YTD | +157.9% | +29.0% | +128.9% | +136.1% |
| 1Y | +116.7% | +57.0% | +59.7% | +92.1% |
| 3Y | +199.8% | +50.0% | +149.8% | +148.7% |
| All | +601.0% | +124.4% | +476.6% | +382.2% |
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