+11.7%
NEE vs ONTO
+271.5%
-259.8%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.9% | -4.4% | +0.3% |
| 7D | +1.1% | +9.7% | -8.6% | +0.7% |
| 30D | -0.2% | -8.8% | +8.6% | +0.1% |
| 3M | +0.5% | +4.5% | -4.0% | -0.3% |
| 6M | -6.5% | +56.4% | -62.9% | -9.4% |
| YTD | +6.7% | +78.1% | -71.4% | +2.6% |
| 1Y | +23.6% | +171.3% | -147.7% | +16.2% |
| 3Y | +37.1% | +118.7% | -81.5% | +23.1% |
| All | +11.7% | +271.5% | -259.8% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling