+476.3%
ONTO vs MTB
+75.2%
+401.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.5% | -3.2% |
| 7D | +17.5% | +1.5% | +16.0% | +16.7% |
| 30D | -15.7% | +2.3% | -18.0% | -16.7% |
| 3M | -39.7% | -12.1% | -27.6% | -35.6% |
| 6M | -26.5% | +9.8% | -36.3% | -30.4% |
| YTD | +29.0% | +12.0% | +17.0% | +20.7% |
| 1Y | +57.0% | +22.0% | +34.9% | +40.4% |
| 3Y | +50.0% | +107.6% | -57.6% | +3.9% |
| 5Y | +127.3% | +61.9% | +65.4% | +73.5% |
| All | +476.3% | +75.2% | +401.1% | +318.4% |
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