+128.8%
ONTO vs MOH
-32.7%
+161.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.5% | +0.3% | +1.8% |
| 7D | -2.4% | -0.7% | -1.7% | -2.4% |
| 30D | -32.9% | +4.8% | -37.7% | -32.9% |
| 3M | -32.2% | +3.8% | -36.0% | -32.3% |
| 6M | -30.6% | +11.0% | -41.6% | -30.9% |
| YTD | +25.1% | +18.9% | +6.2% | +23.8% |
| 1Y | +40.0% | +46.5% | -6.4% | +36.5% |
| 3Y | +45.7% | -42.4% | +88.1% | +50.0% |
| 5Y | +128.8% | -31.8% | +160.6% | +116.8% |
| All | +128.8% | -32.7% | +161.4% | +116.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling