+19.4%
NEE vs ONTO
+156.1%
-136.7%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.2% | -0.1% |
| 7D | -1.9% | +6.5% | -8.4% | -2.1% |
| 30D | -3.1% | -15.9% | +12.8% | -2.6% |
| 3M | -2.4% | -0.2% | -2.3% | -3.3% |
| 6M | -8.6% | +38.7% | -47.3% | -11.7% |
| YTD | +4.9% | +70.4% | -65.4% | -0.3% |
| 1Y | +19.4% | +153.6% | -134.2% | +12.1% |
| All | +19.4% | +156.1% | -136.7% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 1y: compounded portfolio wealth divided by compounded ONTO 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…
1y analysis · Full analysis span regression · 6 months rolling