+238.0%
ONTO vs MTB
+101.8%
+136.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.2% |
| 7D | -1.0% | +1.7% | -2.8% | -2.0% |
| 30D | -2.9% | -4.2% | +1.3% | -0.5% |
| 3M | -2.5% | +8.9% | -11.3% | -7.4% |
| 6M | +28.2% | +10.9% | +17.3% | +20.5% |
| YTD | +69.8% | +21.5% | +48.3% | +51.0% |
| 1Y | +162.9% | +21.9% | +141.0% | +133.0% |
| 3Y | +95.9% | +109.2% | -13.3% | +33.2% |
| All | +238.0% | +101.8% | +136.2% | +148.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling