+126.6%
MSTR vs ONTO
+56.0%
+70.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -2.5% | -4.0% | -5.5% |
| 7D | -11.5% | +34.4% | -45.9% | -22.3% |
| 30D | -24.8% | -20.4% | -4.4% | -18.7% |
| 3M | +20.6% | -37.8% | +58.5% | +42.6% |
| 6M | -38.0% | -24.6% | -13.4% | -36.9% |
| YTD | -24.7% | +32.8% | -57.5% | -42.2% |
| 1Y | -49.1% | +54.7% | -103.8% | -63.8% |
| All | +126.6% | +56.0% | +70.6% | +84.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling