+1,581.9%
MU vs ONTO
+493.5%
+1,088.5%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | 0.0% |
| 7D | +21.6% | +34.4% | -12.8% | +1.1% |
| 30D | -16.2% | -20.4% | +4.2% | -3.9% |
| 3M | -12.4% | -37.8% | +25.5% | +15.3% |
| 6M | +4.2% | -24.6% | +28.8% | +21.7% |
| YTD | +180.0% | +32.8% | +147.1% | +130.9% |
| 1Y | +226.4% | +54.7% | +171.7% | +146.6% |
| 3Y | +969.7% | +54.7% | +915.0% | +633.9% |
| 5Y | +957.9% | +134.0% | +823.9% | +421.2% |
| All | +1,581.9% | +493.5% | +1,088.5% | +307.0% |
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