+508.7%
ONTO vs MUB
+10.5%
+498.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.3% | +8.6% | +8.3% |
| 7D | +16.4% | +0.4% | +15.9% | +15.1% |
| 30D | -21.4% | +3.9% | -25.3% | -28.2% |
| 3M | -32.7% | -0.2% | -32.5% | -32.6% |
| 6M | -25.2% | -0.4% | -24.8% | -24.5% |
| YTD | +36.2% | +0.5% | +35.7% | +35.2% |
| 1Y | +61.2% | +0.7% | +60.5% | +59.5% |
| 3Y | +58.7% | +11.1% | +47.6% | +21.6% |
| 5Y | +143.6% | +3.7% | +139.9% | +124.5% |
| All | +508.7% | +10.5% | +498.2% | +505.5% |
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