-88.4%
MSTU vs ONTO
+39.1%
-127.5%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -3.4% | -3.4% | -4.1% |
| 7D | -22.0% | +6.5% | -28.5% | -26.5% |
| 30D | +60.3% | -15.9% | +76.2% | +82.0% |
| 3M | -3.7% | -0.2% | -3.6% | -18.2% |
| 6M | -45.2% | +38.7% | -83.9% | -66.8% |
| YTD | -64.3% | +70.4% | -134.7% | -82.2% |
| 1Y | -94.0% | +153.6% | -247.6% | -98.0% |
| All | -88.4% | +39.1% | -127.5% | -93.3% |
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