+269.4%
ONTO vs MKTX
-61.3%
+330.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | 0.0% | +4.9% | +4.9% |
| 7D | +9.7% | +0.4% | +9.2% | +9.6% |
| 30D | -8.8% | +1.0% | -9.8% | -9.0% |
| 3M | +4.5% | +41.3% | -36.8% | -1.8% |
| 6M | +56.4% | -11.3% | +67.8% | +59.4% |
| YTD | +78.1% | -8.6% | +86.6% | +80.1% |
| 1Y | +171.3% | -11.1% | +182.3% | +175.1% |
| 3Y | +118.7% | -24.5% | +143.2% | +117.5% |
| 5Y | +269.4% | -61.4% | +330.8% | +333.7% |
| All | +269.4% | -61.3% | +330.7% | +333.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling