+2,538.2%
MUU vs ONTO
+35.9%
+2,502.4%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.9% | -7.9% | -9.3% |
| 7D | +13.9% | +9.7% | +4.3% | +0.9% |
| 30D | +24.8% | -8.8% | +33.6% | +37.9% |
| 3M | -15.7% | +4.5% | -20.3% | -13.2% |
| 6M | +338.9% | +56.4% | +282.5% | +198.3% |
| YTD | +563.2% | +78.1% | +485.1% | +289.7% |
| 1Y | +2,577.5% | +171.3% | +2,406.2% | +917.7% |
| All | +2,538.2% | +35.9% | +2,502.4% | +2,051.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling