+1,843.7%
MUU vs ONTO
+162.0%
+1,681.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.6% | -5.7% | -7.6% |
| 7D | -8.2% | +4.9% | -13.2% | -15.1% |
| 30D | +10.2% | -16.6% | +26.8% | +41.2% |
| 3M | -26.5% | -7.3% | -19.2% | -13.9% |
| 6M | +227.2% | +45.9% | +181.3% | +123.3% |
| YTD | +527.4% | +78.2% | +449.2% | +223.3% |
| 1Y | +1,843.7% | +159.8% | +1,683.8% | +539.0% |
| All | +1,843.7% | +162.0% | +1,681.7% | +539.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling