+658.6%
ONTO vs MTB
+90.1%
+568.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.1% | +6.3% | +6.2% |
| 7D | -1.0% | +1.7% | -2.8% | -1.9% |
| 30D | -2.9% | -4.2% | +1.3% | -0.7% |
| 3M | -2.5% | +8.9% | -11.3% | -7.1% |
| 6M | +28.2% | +10.9% | +17.3% | +21.1% |
| YTD | +69.8% | +21.5% | +48.3% | +52.5% |
| 1Y | +162.9% | +21.9% | +141.0% | +135.4% |
| 3Y | +95.9% | +109.2% | -13.3% | +34.4% |
| 5Y | +244.5% | +102.0% | +142.5% | +134.7% |
| All | +658.6% | +90.1% | +568.5% | +428.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling