-42.3%
MSTR vs ONTO
+46.1%
-88.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -8.7% | +13.8% | +7.8% |
| 7D | -1.8% | -17.4% | +15.6% | +4.1% |
| 30D | -13.3% | -43.2% | +29.9% | +3.3% |
| 3M | +46.0% | -35.7% | +81.7% | +64.4% |
| 6M | -22.4% | -38.3% | +15.9% | -16.6% |
| YTD | -6.2% | +17.1% | -23.3% | -29.9% |
| 1Y | -42.3% | +43.1% | -85.4% | -61.4% |
| All | -42.3% | +46.1% | -88.4% | -61.4% |
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