+390.5%
ONTO vs MUB
+10.0%
+380.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.1% | +11.0% | +10.9% |
| 7D | -14.0% | +0.7% | -14.7% | -15.5% |
| 30D | -43.1% | +4.4% | -47.4% | -48.6% |
| 3M | -35.5% | -0.4% | -35.1% | -35.0% |
| 6M | -41.1% | -0.9% | -40.2% | -39.8% |
| YTD | +9.8% | +0.1% | +9.7% | +10.1% |
| 1Y | +31.5% | +0.5% | +31.0% | +30.6% |
| 3Y | +45.2% | +11.7% | +33.5% | +9.6% |
| 5Y | +86.7% | +3.2% | +83.5% | +74.2% |
| All | +390.5% | +10.0% | +380.4% | +392.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 10y: compounded portfolio wealth divided by compounded MUB 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…
10y analysis · Full analysis span regression · 6 months rolling