+14.5%
ONTO vs MSTZ
-99.3%
+113.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.2% | +11.1% | +8.6% |
| 7D | +16.4% | +31.0% | -14.7% | +21.6% |
| 30D | -21.4% | +34.0% | -55.4% | -16.5% |
| 3M | -32.7% | -67.7% | +34.9% | -38.3% |
| 6M | -25.2% | -14.9% | -10.3% | -17.3% |
| YTD | +36.2% | -79.1% | +115.3% | +35.9% |
| 1Y | +61.2% | -58.9% | +120.1% | +79.8% |
| All | +14.5% | -99.3% | +113.8% | -11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling