+5.2%
ONTO vs MSTZ
-99.3%
+104.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +7.6% | -5.8% | +2.8% |
| 7D | -2.4% | +21.1% | -23.5% | +0.8% |
| 30D | -32.9% | +40.1% | -73.0% | -28.3% |
| 3M | -32.2% | -66.1% | +33.9% | -37.4% |
| 6M | -30.6% | -20.7% | -9.9% | -24.0% |
| YTD | +25.1% | -78.6% | +103.7% | +25.1% |
| 1Y | +40.0% | -55.5% | +95.5% | +58.1% |
| All | +5.2% | -99.3% | +104.5% | -18.2% |
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