+282.6%
MXL vs ONTO
+696.1%
-413.5%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +4.6% | +3.0% | +4.1% |
| 7D | +18.9% | +4.9% | +13.9% | +14.8% |
| 30D | +0.3% | -16.6% | +16.9% | +15.2% |
| 3M | -8.0% | -7.3% | -0.7% | +1.0% |
| 6M | +341.2% | +45.9% | +295.3% | +256.7% |
| YTD | +327.8% | +78.2% | +249.7% | +198.1% |
| 1Y | +364.9% | +159.8% | +205.1% | +146.7% |
| 3Y | +229.2% | +123.4% | +105.8% | +60.3% |
| 5Y | +42.8% | +265.8% | -223.0% | -56.7% |
| All | +282.6% | +696.1% | -413.5% | -47.8% |
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