+35.4%
MSI vs ONTO
+36.2%
-0.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | 0.0% |
| 7D | +7.4% | -2.4% | +9.8% | +7.5% |
| 30D | +18.7% | -32.9% | +51.7% | +17.5% |
| 3M | +14.5% | -32.2% | +46.7% | +13.3% |
| 6M | +38.1% | -30.6% | +68.7% | +36.8% |
| YTD | +38.7% | +25.1% | +13.6% | +32.1% |
| 1Y | +35.4% | +40.0% | -4.6% | +26.4% |
| All | +35.4% | +36.2% | -0.8% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling