+2,683.6%
MUU vs ONTO
+34.6%
+2,649.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.0% | +6.5% | +6.7% |
| 7D | +15.0% | +9.4% | +5.7% | +2.2% |
| 30D | +36.8% | -4.4% | +41.3% | +42.4% |
| 3M | -8.5% | +1.6% | -10.1% | -2.4% |
| 6M | +320.7% | +45.3% | +275.5% | +211.4% |
| YTD | +599.7% | +76.4% | +523.3% | +316.0% |
| 1Y | +2,569.2% | +167.2% | +2,402.0% | +932.5% |
| All | +2,683.6% | +34.6% | +2,649.0% | +2,196.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling