+45.2%
ONTO vs MUB
+11.9%
+33.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.1% | +11.0% | +11.0% |
| 7D | -14.0% | +0.7% | -14.7% | -14.5% |
| 30D | -43.1% | +4.4% | -47.4% | -45.4% |
| 3M | -35.5% | -0.2% | -35.4% | -34.7% |
| 6M | -41.1% | -0.6% | -40.5% | -40.0% |
| YTD | +9.8% | +0.3% | +9.4% | +11.4% |
| 1Y | +31.5% | +0.8% | +30.8% | +33.4% |
| 3Y | +45.2% | +12.0% | +33.1% | +31.0% |
| All | +45.2% | +11.9% | +33.3% | +31.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling