+11.7%
ONTO vs MSTZ
-99.2%
+110.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +12.8% | -15.3% | -0.7% |
| 7D | +34.4% | +25.6% | +8.8% | +38.9% |
| 30D | -20.4% | +50.6% | -71.0% | -13.9% |
| 3M | -37.8% | -64.5% | +26.7% | -42.2% |
| 6M | -24.6% | -14.0% | -10.6% | -16.5% |
| YTD | +32.8% | -76.4% | +109.2% | +34.9% |
| 1Y | +54.7% | -56.2% | +111.0% | +74.3% |
| All | +11.7% | -99.2% | +110.9% | -11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTZ.
Daily Out/Under-Performance
Portfolio return minus MSTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTZ 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 MSTZ 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