+298.8%
NEM vs ONTO
+688.0%
-389.2%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.4% |
| 7D | +3.1% | +9.4% | -6.3% | +1.7% |
| 30D | +10.0% | -4.4% | +14.4% | +10.3% |
| 3M | +30.9% | +1.6% | +29.3% | +28.7% |
| 6M | +10.5% | +45.3% | -34.7% | +3.7% |
| YTD | +29.7% | +76.4% | -46.6% | +19.1% |
| 1Y | +71.1% | +167.2% | -96.0% | +49.7% |
| 3Y | +252.1% | +116.6% | +135.5% | +200.6% |
| 5Y | +157.7% | +263.7% | -106.0% | +96.1% |
| All | +298.8% | +688.0% | -389.2% | +131.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling