+688.0%
ONTO vs MOH
+58.5%
+629.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.1% | +0.1% | -0.8% |
| 7D | +9.4% | -4.2% | +13.6% | +10.0% |
| 30D | -4.4% | -2.4% | -2.1% | -4.3% |
| 3M | +1.6% | -4.4% | +6.0% | +1.8% |
| 6M | +45.3% | +32.9% | +12.3% | +37.3% |
| YTD | +76.4% | +11.9% | +64.5% | +69.1% |
| 1Y | +167.2% | +6.9% | +160.2% | +155.9% |
| 3Y | +116.6% | -39.4% | +156.0% | +119.9% |
| 5Y | +263.7% | -25.0% | +288.7% | +230.6% |
| All | +688.0% | +58.5% | +629.5% | +360.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling