+341.5%
ONTO vs MTB
+74.2%
+267.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.2% | -13.4% | -14.5% |
| 7D | -29.7% | -1.9% | -27.8% | -28.9% |
| 30D | -50.3% | +0.5% | -50.8% | -50.4% |
| 3M | -43.5% | -12.2% | -31.3% | -39.6% |
| 6M | -48.9% | +3.4% | -52.2% | -50.0% |
| YTD | -1.2% | +11.3% | -12.5% | -7.3% |
| 1Y | +14.9% | +23.3% | -8.4% | +2.3% |
| 3Y | +31.2% | +96.8% | -65.6% | -6.8% |
| 5Y | +68.1% | +65.8% | +2.2% | +26.8% |
| All | +341.5% | +74.2% | +267.3% | +221.5% |
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