+658.6%
ONTO vs MUB
+9.1%
+649.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.1% | +6.1% |
| 7D | -1.0% | -0.9% | -0.2% | +1.0% |
| 30D | -2.9% | -1.4% | -1.5% | +0.5% |
| 3M | -2.5% | -2.2% | -0.3% | +2.8% |
| 6M | +28.2% | -1.9% | +30.1% | +34.7% |
| YTD | +69.8% | -0.8% | +70.6% | +74.2% |
| 1Y | +162.9% | +2.7% | +160.1% | +149.8% |
| 3Y | +95.9% | +8.6% | +87.4% | +59.4% |
| 5Y | +244.5% | +2.0% | +242.4% | +231.0% |
| All | +658.6% | +9.1% | +649.5% | +680.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling