+171.3%
ONTO vs MDY
+15.1%
+156.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.5% | +6.8% |
| 7D | +9.7% | +1.0% | +8.6% | +6.2% |
| 30D | -8.8% | -3.1% | -5.7% | +0.5% |
| 3M | +4.5% | +1.8% | +2.7% | +4.0% |
| 6M | +56.4% | +10.8% | +45.6% | +29.7% |
| YTD | +78.1% | +14.4% | +63.6% | +39.5% |
| 1Y | +171.3% | +15.2% | +156.1% | +113.9% |
| All | +171.3% | +15.1% | +156.1% | +113.9% |
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