+508.7%
ONTO vs MOH
+70.8%
+437.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.4% | +7.5% | +8.7% |
| 7D | +16.4% | -7.6% | +23.9% | +17.5% |
| 30D | -21.4% | +2.4% | -23.8% | -21.9% |
| 3M | -32.7% | +7.6% | -40.3% | -33.9% |
| 6M | -25.2% | +13.0% | -38.2% | -27.4% |
| YTD | +36.2% | +20.6% | +15.7% | +28.6% |
| 1Y | +61.2% | +45.8% | +15.4% | +46.2% |
| 3Y | +58.7% | -41.6% | +100.2% | +65.6% |
| 5Y | +143.6% | -33.1% | +176.7% | +135.9% |
| All | +508.7% | +70.8% | +437.9% | +250.1% |
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