+111.2%
ONTO vs MLM
+40.7%
+70.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.4% | -11.0% | -10.4% |
| 7D | -17.4% | +9.1% | -26.5% | -23.2% |
| 30D | -43.2% | +14.6% | -57.8% | -49.5% |
| 3M | -35.7% | +0.3% | -36.0% | -36.5% |
| 6M | -38.3% | -7.5% | -30.8% | -36.5% |
| YTD | +17.1% | -10.2% | +27.3% | +22.9% |
| 1Y | +43.1% | -10.5% | +53.6% | +50.3% |
| 3Y | +55.4% | +27.8% | +27.6% | +19.1% |
| 5Y | +111.2% | +38.9% | +72.3% | +45.0% |
| All | +111.2% | +40.7% | +70.5% | +45.0% |
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