+49.9%
MSTR vs ONTO
+84.2%
-34.3%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.1% | -11.4% | -6.2% |
| 7D | -1.2% | -14.0% | +12.8% | +5.6% |
| 30D | -15.9% | -43.1% | +27.1% | +11.6% |
| 3M | +33.1% | -35.5% | +68.6% | +60.0% |
| 6M | -31.0% | -41.1% | +10.1% | -19.3% |
| YTD | -15.1% | +9.8% | -24.9% | -34.1% |
| 1Y | -45.6% | +31.5% | -77.2% | -62.7% |
| 3Y | +180.5% | +45.2% | +135.3% | +37.0% |
| All | +49.9% | +84.2% | -34.3% | -51.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling