+45.2%
ONTO vs MTB
+95.2%
-50.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.9% | +12.0% | +11.7% |
| 7D | -14.0% | -1.3% | -12.7% | -13.3% |
| 30D | -43.1% | +0.5% | -43.6% | -43.4% |
| 3M | -35.5% | -12.4% | -23.1% | -29.5% |
| 6M | -41.1% | +1.5% | -42.6% | -42.4% |
| YTD | +9.8% | +10.3% | -0.5% | +0.3% |
| 1Y | +31.5% | +22.2% | +9.3% | +11.4% |
| 3Y | +45.2% | +96.9% | -51.8% | +2.6% |
| All | +45.2% | +95.2% | -50.1% | +2.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling