+737.0%
MSTR vs ONTO
+508.7%
+228.3%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +8.9% | -7.8% | -3.5% |
| 7D | -14.2% | +16.4% | -30.5% | -22.0% |
| 30D | -19.9% | -21.4% | +1.6% | -11.4% |
| 3M | +27.3% | -32.7% | +60.1% | +50.0% |
| 6M | -37.6% | -25.2% | -12.4% | -36.1% |
| YTD | -19.5% | +36.2% | -55.7% | -43.1% |
| 1Y | -47.1% | +61.2% | -108.3% | -66.4% |
| 3Y | +140.3% | +58.7% | +81.6% | +29.9% |
| 5Y | +49.5% | +143.6% | -94.1% | -41.1% |
| All | +737.0% | +508.7% | +228.3% | +100.1% |
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