+72.2%
MSFU vs ONTO
+324.6%
-252.4%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.9% | -7.2% | -3.4% |
| 7D | -3.2% | +9.7% | -12.8% | -5.3% |
| 30D | -3.1% | -8.8% | +5.7% | -2.1% |
| 3M | +35.3% | +4.5% | +30.8% | +26.9% |
| 6M | +31.6% | +56.4% | -24.8% | +7.4% |
| YTD | -9.5% | +78.1% | -87.6% | -30.0% |
| 1Y | -18.4% | +171.3% | -189.7% | -46.0% |
| 3Y | +26.9% | +118.7% | -91.7% | -22.5% |
| All | +72.2% | +324.6% | -252.4% | -35.8% |
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 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