+32.6%
NET vs ONTO
+119.1%
-86.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -8.7% | +6.1% | +0.7% |
| 7D | -16.4% | -17.4% | +1.0% | -10.1% |
| 30D | -25.8% | -43.2% | +17.4% | -8.7% |
| 3M | -11.5% | -35.7% | +24.2% | +1.6% |
| 6M | +18.9% | -38.3% | +57.2% | +31.0% |
| YTD | +35.2% | +17.1% | +18.1% | +6.7% |
| 1Y | +14.5% | +43.1% | -28.7% | -18.3% |
| 3Y | +313.8% | +55.4% | +258.4% | +95.9% |
| 5Y | +32.6% | +111.2% | -78.6% | -53.2% |
| All | +32.6% | +119.1% | -86.6% | -53.2% |
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