+661.2%
ONTO vs MKTX
-49.2%
+710.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | +6.5% | -0.2% | +6.7% | +6.6% |
| 30D | -15.9% | +0.8% | -16.7% | -16.1% |
| 3M | -0.2% | +41.1% | -41.3% | -9.7% |
| 6M | +38.7% | -9.5% | +48.3% | +41.2% |
| YTD | +70.4% | -8.7% | +79.0% | +72.6% |
| 1Y | +153.6% | -10.0% | +163.6% | +156.5% |
| 3Y | +109.2% | -24.6% | +133.8% | +109.5% |
| 5Y | +249.7% | -60.3% | +310.0% | +348.8% |
| All | +661.2% | -49.2% | +710.4% | +650.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 10y: compounded portfolio wealth divided by compounded MKTX 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…
10y analysis · Full analysis span regression · 6 months rolling