+40.0%
ONTO vs MKTX
-0.8%
+40.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.1% | +1.7% | +1.8% |
| 7D | -2.4% | +0.1% | -2.5% | -2.4% |
| 30D | -32.9% | +0.8% | -33.7% | -33.0% |
| 3M | -32.2% | +2.6% | -34.8% | -32.3% |
| 6M | -30.6% | +13.6% | -44.2% | -31.6% |
| YTD | +25.1% | -7.1% | +32.3% | +18.9% |
| 1Y | +40.0% | -0.1% | +40.1% | +35.3% |
| All | +40.0% | -0.8% | +40.8% | +35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling