+50.0%
ONTO vs MDY
+56.8%
-6.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.8% | -2.6% |
| 7D | +17.5% | +2.3% | +15.2% | +12.7% |
| 30D | -15.7% | +2.0% | -17.7% | -17.7% |
| 3M | -39.7% | -5.6% | -34.1% | -30.4% |
| 6M | -26.5% | +1.3% | -27.8% | -23.8% |
| YTD | +29.0% | +12.3% | +16.7% | +12.6% |
| 1Y | +57.0% | +15.8% | +41.2% | +29.6% |
| 3Y | +50.0% | +56.5% | -6.5% | -4.3% |
| All | +50.0% | +56.8% | -6.8% | -4.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling