+210.4%
MSI vs ONTO
+695.7%
-485.3%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.9% | -6.0% | -1.7% |
| 7D | -5.8% | +9.7% | -15.4% | -6.9% |
| 30D | -1.0% | -8.8% | +7.8% | -0.2% |
| 3M | +14.2% | +4.5% | +9.6% | +10.9% |
| 6M | +1.0% | +56.4% | -55.4% | -9.0% |
| YTD | +21.5% | +78.1% | -56.6% | +6.4% |
| 1Y | -2.1% | +171.3% | -173.4% | -20.9% |
| 3Y | +69.3% | +118.7% | -49.3% | +29.5% |
| 5Y | +99.3% | +269.4% | -170.1% | +26.5% |
| All | +210.4% | +695.7% | -485.3% | +43.3% |
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