+254.4%
MSI vs ONTO
+459.0%
-204.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.3% |
| 7D | +7.4% | -2.4% | +9.8% | +7.3% |
| 30D | +18.7% | -32.9% | +51.7% | +23.9% |
| 3M | +14.5% | -32.2% | +46.7% | +18.4% |
| 6M | +38.1% | -30.6% | +68.7% | +39.6% |
| YTD | +38.7% | +25.1% | +13.6% | +25.7% |
| 1Y | +35.4% | +40.0% | -4.6% | +20.1% |
| 3Y | +75.1% | +45.7% | +29.4% | +40.9% |
| 5Y | +126.4% | +128.8% | -2.4% | +53.9% |
| All | +254.4% | +459.0% | -204.6% | +69.3% |
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