+728.3%
MSTR vs ONTO
+459.0%
+269.2%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.8% | -5.4% | -4.5% |
| 7D | -10.7% | -2.4% | -8.3% | -11.3% |
| 30D | -21.6% | -32.9% | +11.4% | -5.6% |
| 3M | +24.4% | -32.2% | +56.6% | +45.4% |
| 6M | -35.5% | -30.6% | -4.8% | -31.2% |
| YTD | -20.3% | +25.1% | -45.4% | -41.0% |
| 1Y | -49.3% | +40.0% | -89.3% | -65.1% |
| 3Y | +137.8% | +45.7% | +92.1% | +34.6% |
| 5Y | +48.3% | +128.8% | -80.5% | -39.5% |
| All | +728.3% | +459.0% | +269.2% | +107.4% |
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 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