+68.1%
ONTO vs MLM
+30.6%
+37.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -5.2% | -10.4% | -11.7% |
| 7D | -29.7% | -1.2% | -28.5% | -29.0% |
| 30D | -50.3% | +7.9% | -58.2% | -53.4% |
| 3M | -43.5% | -4.5% | -39.0% | -41.8% |
| 6M | -48.9% | -12.6% | -36.2% | -44.7% |
| YTD | -1.2% | -14.9% | +13.7% | +8.6% |
| 1Y | +14.9% | -13.1% | +28.0% | +23.9% |
| 3Y | +31.2% | +21.2% | +10.0% | +5.1% |
| 5Y | +68.1% | +32.0% | +36.1% | +20.4% |
| All | +68.1% | +30.6% | +37.5% | +20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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