+112.5%
NET vs ONTO
+243.6%
-131.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +6.2% | -8.1% | -4.3% |
| 7D | -7.0% | -1.0% | -6.0% | -6.7% |
| 30D | -4.8% | -2.9% | -1.9% | -5.0% |
| 3M | +3.8% | -2.5% | +6.3% | -1.3% |
| 6M | +50.0% | +28.2% | +21.8% | +20.7% |
| YTD | +41.5% | +69.8% | -28.3% | -1.5% |
| 1Y | +32.8% | +162.9% | -130.1% | -26.6% |
| 3Y | +335.9% | +95.9% | +239.9% | +102.8% |
| All | +112.5% | +243.6% | -131.1% | -36.4% |
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