+43.1%
ONTO vs MDY
+17.5%
+25.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.6% | -9.3% | -10.4% |
| 7D | -17.4% | +1.7% | -19.1% | -21.5% |
| 30D | -43.2% | +1.2% | -44.4% | -45.0% |
| 3M | -35.7% | -3.5% | -32.3% | -27.4% |
| 6M | -38.3% | +3.5% | -41.8% | -39.8% |
| YTD | +17.1% | +13.6% | +3.5% | -4.3% |
| 1Y | +43.1% | +17.1% | +26.1% | +11.2% |
| All | +43.1% | +17.5% | +25.7% | +11.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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