+238.0%
ONTO vs MDY
+46.2%
+191.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.0% | +5.9% |
| 7D | -1.0% | +0.1% | -1.2% | -1.3% |
| 30D | -2.9% | -1.5% | -1.4% | +0.5% |
| 3M | -2.5% | +0.8% | -3.2% | -0.9% |
| 6M | +28.2% | +7.4% | +20.8% | +18.9% |
| YTD | +69.8% | +15.2% | +54.6% | +41.4% |
| 1Y | +162.9% | +16.5% | +146.3% | +116.8% |
| 3Y | +95.9% | +46.8% | +49.2% | +18.7% |
| All | +238.0% | +46.2% | +191.8% | +116.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling