+50.0%
ONTO vs MKC
-21.4%
+71.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.2% | -4.1% | -2.4% |
| 7D | +17.5% | -3.0% | +20.5% | +16.2% |
| 30D | -15.7% | +4.8% | -20.5% | -13.8% |
| 3M | -39.7% | -12.8% | -26.9% | -41.3% |
| 6M | -26.5% | +5.0% | -31.5% | -25.0% |
| YTD | +29.0% | -29.1% | +58.0% | +24.5% |
| 1Y | +57.0% | -26.4% | +83.3% | +52.5% |
| 3Y | +50.0% | -21.6% | +71.6% | +51.6% |
| All | +50.0% | -21.4% | +71.4% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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