+390.5%
ONTO vs MKTX
-48.4%
+438.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.1% | +11.1% |
| 7D | -14.0% | +0.2% | -14.2% | -14.1% |
| 30D | -43.1% | +0.9% | -43.9% | -43.2% |
| 3M | -35.5% | +2.3% | -37.8% | -35.9% |
| 6M | -41.1% | +12.4% | -53.5% | -43.5% |
| YTD | +9.8% | -7.3% | +17.1% | +10.7% |
| 1Y | +31.5% | +1.8% | +29.7% | +28.6% |
| 3Y | +45.2% | -21.2% | +66.3% | +43.5% |
| 5Y | +86.7% | -54.6% | +141.3% | +126.8% |
| All | +390.5% | -48.4% | +438.9% | +381.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling