+43.1%
ONTO vs MTB
+27.0%
+16.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +1.2% | -9.8% | -9.2% |
| 7D | -17.4% | +2.0% | -19.4% | -18.2% |
| 30D | -43.2% | +2.9% | -46.1% | -44.0% |
| 3M | -35.7% | -10.7% | -25.1% | -31.6% |
| 6M | -38.3% | +6.3% | -44.6% | -41.8% |
| YTD | +17.1% | +13.8% | +3.3% | +1.1% |
| 1Y | +43.1% | +27.7% | +15.4% | +9.7% |
| All | +43.1% | +27.0% | +16.2% | +9.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 1y: compounded portfolio wealth divided by compounded MTB 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…
1y analysis · Full analysis span regression · 6 months rolling