+130.7%
ONTO vs MUB
+2.5%
+128.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.4% |
| 7D | +17.5% | -1.3% | +18.8% | +19.5% |
| 30D | -15.7% | +2.2% | -17.8% | -18.5% |
| 3M | -39.7% | -1.6% | -38.1% | -38.1% |
| 6M | -26.5% | -1.3% | -25.2% | -24.7% |
| YTD | +29.0% | -0.7% | +29.6% | +31.4% |
| 1Y | +57.0% | -0.2% | +57.2% | +59.1% |
| 3Y | +50.0% | +9.6% | +40.4% | +27.3% |
| All | +130.7% | +2.5% | +128.2% | +104.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling