+449.2%
ONTO vs MTB
+76.5%
+372.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.3% | +9.7% | +10.8% |
| 7D | +1.4% | -0.8% | +2.1% | +1.9% |
| 30D | -34.1% | +2.4% | -36.5% | -34.9% |
| 3M | -37.1% | -10.5% | -26.6% | -33.4% |
| 6M | -31.8% | +6.4% | -38.2% | -34.4% |
| YTD | +22.9% | +12.8% | +10.1% | +14.6% |
| 1Y | +39.5% | +23.3% | +16.2% | +24.2% |
| 3Y | +57.7% | +108.2% | -50.6% | +9.1% |
| 5Y | +115.8% | +68.6% | +47.2% | +61.6% |
| All | +449.2% | +76.5% | +372.7% | +297.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling