+143.6%
ONTO vs MTB
+65.0%
+78.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.2% | +9.1% | +9.0% |
| 7D | +16.4% | -2.0% | +18.3% | +18.0% |
| 30D | -21.4% | +0.1% | -21.6% | -21.5% |
| 3M | -32.7% | -12.1% | -20.6% | -27.6% |
| 6M | -25.2% | +7.3% | -32.5% | -28.8% |
| YTD | +36.2% | +11.5% | +24.7% | +26.5% |
| 1Y | +61.2% | +21.3% | +39.9% | +42.5% |
| 3Y | +58.7% | +104.1% | -45.5% | +8.0% |
| 5Y | +143.6% | +61.8% | +81.8% | +90.8% |
| All | +143.6% | +65.0% | +78.7% | +90.8% |
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