-56.4%
MSTR vs ONTO
+162.8%
-219.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.2% | -7.6% | -3.5% |
| 7D | +12.2% | -1.0% | +13.2% | +12.5% |
| 30D | +45.2% | -2.9% | +48.1% | +44.8% |
| 3M | +10.4% | -2.5% | +12.8% | +2.4% |
| 6M | -2.5% | +28.2% | -30.7% | -22.9% |
| YTD | -6.0% | +69.8% | -75.8% | -36.5% |
| 1Y | -56.4% | +162.9% | -219.3% | -76.0% |
| All | -56.4% | +162.8% | -219.2% | -76.0% |
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