+45.2%
ONTO vs MDY
+50.6%
-5.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.6% | +10.5% | +9.7% |
| 7D | -14.0% | -1.7% | -12.4% | -10.2% |
| 30D | -43.1% | -0.9% | -42.2% | -41.2% |
| 3M | -35.5% | -5.7% | -29.8% | -25.3% |
| 6M | -41.1% | -2.9% | -38.2% | -33.7% |
| YTD | +9.8% | +9.8% | -0.1% | -0.1% |
| 1Y | +31.5% | +13.5% | +18.0% | +12.9% |
| 3Y | +45.2% | +51.9% | -6.8% | -5.7% |
| All | +45.2% | +50.6% | -5.4% | -5.7% |
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