+876.9%
MSTR vs ONTO
+658.6%
+218.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.2% | -7.6% | -4.7% |
| 7D | +12.2% | -1.0% | +13.2% | +12.5% |
| 30D | +45.2% | -2.9% | +48.1% | +44.3% |
| 3M | +10.4% | -2.5% | +12.8% | +2.6% |
| 6M | -2.5% | +28.2% | -30.7% | -24.4% |
| YTD | -6.0% | +69.8% | -75.8% | -38.6% |
| 1Y | -56.4% | +162.9% | -219.3% | -78.4% |
| 3Y | +306.3% | +95.9% | +210.3% | +100.9% |
| 5Y | +100.5% | +244.5% | -144.0% | -32.0% |
| All | +876.9% | +658.6% | +218.4% | +115.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling