+341.5%
ONTO vs MUB
+9.9%
+331.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +0.4% | -16.0% | -16.5% |
| 7D | -29.7% | +0.9% | -30.6% | -31.3% |
| 30D | -50.3% | +3.8% | -54.0% | -54.5% |
| 3M | -43.5% | -0.7% | -42.8% | -42.7% |
| 6M | -48.9% | -0.8% | -48.1% | -47.9% |
| YTD | -1.2% | 0.0% | -1.2% | -0.7% |
| 1Y | +14.9% | +0.6% | +14.3% | +13.8% |
| 3Y | +31.2% | +11.4% | +19.8% | -0.2% |
| 5Y | +68.1% | +3.1% | +65.0% | +57.1% |
| All | +341.5% | +9.9% | +331.6% | +344.6% |
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