+113.8%
MSTR vs ONTO
+258.3%
-144.5%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +4.9% | -9.3% | -7.0% |
| 7D | +9.3% | +9.7% | -0.3% | +3.5% |
| 30D | +36.5% | -8.8% | +45.3% | +41.1% |
| 3M | +7.3% | +4.5% | +2.8% | -4.8% |
| 6M | +2.2% | +56.4% | -54.2% | -30.8% |
| YTD | -10.2% | +78.1% | -88.2% | -44.4% |
| 1Y | -58.6% | +171.3% | -229.9% | -80.8% |
| 3Y | +283.2% | +118.7% | +164.5% | +58.3% |
| 5Y | +113.8% | +269.4% | -155.6% | -43.4% |
| All | +113.8% | +258.3% | -144.5% | -43.4% |
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