+43.1%
ONTO vs MOH
+53.5%
-10.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +8.9% | -17.6% | -7.1% |
| 7D | -17.4% | +14.3% | -31.7% | -15.3% |
| 30D | -43.2% | +16.7% | -59.9% | -41.6% |
| 3M | -35.7% | +18.3% | -54.1% | -33.9% |
| 6M | -38.3% | +15.8% | -54.1% | -36.2% |
| YTD | +17.1% | +30.5% | -13.4% | +21.4% |
| 1Y | +43.1% | +49.3% | -6.1% | +46.6% |
| All | +43.1% | +53.5% | -10.3% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 MOH 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