+390.5%
ONTO vs MTB
+72.6%
+317.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.9% | +12.0% | +11.6% |
| 7D | -14.0% | -1.3% | -12.7% | -13.4% |
| 30D | -43.1% | +0.5% | -43.6% | -43.3% |
| 3M | -35.5% | -12.4% | -23.1% | -31.1% |
| 6M | -41.1% | +1.5% | -42.6% | -41.9% |
| YTD | +9.8% | +10.3% | -0.5% | +3.5% |
| 1Y | +31.5% | +22.2% | +9.3% | +17.6% |
| 3Y | +45.2% | +96.9% | -51.8% | +3.1% |
| 5Y | +86.7% | +64.3% | +22.4% | +41.5% |
| All | +390.5% | +72.6% | +317.9% | +258.6% |
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