+37.5%
ONTO vs MDY
+14.9%
+22.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.2% | +8.8% | +2.3% |
| 7D | +1.4% | +0.7% | +0.7% | +0.8% |
| 30D | -34.1% | +1.3% | -35.4% | -35.4% |
| 3M | -37.1% | -4.1% | -33.0% | -26.8% |
| 6M | -31.8% | +1.0% | -32.8% | -28.3% |
| YTD | +22.9% | +13.3% | +9.6% | +4.0% |
| All | +37.5% | +14.9% | +22.7% | +14.1% |
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