+269.4%
ONTO vs MOH
-26.8%
+296.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.2% | +7.1% | +4.9% |
| 7D | +9.7% | -3.3% | +13.0% | +9.7% |
| 30D | -8.8% | -0.1% | -8.7% | -8.9% |
| 3M | +4.5% | -1.1% | +5.6% | +4.4% |
| 6M | +56.4% | +35.9% | +20.5% | +54.3% |
| YTD | +78.1% | +13.1% | +65.0% | +76.2% |
| 1Y | +171.3% | +11.8% | +159.4% | +167.4% |
| 3Y | +118.7% | -38.7% | +157.4% | +117.3% |
| 5Y | +269.4% | -25.1% | +294.5% | +254.6% |
| All | +269.4% | -26.8% | +296.2% | +254.6% |
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 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