-2.5%
NFLX vs ONTO
+112.9%
-115.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +12.0% | -11.1% | -0.8% |
| 7D | +2.6% | +1.4% | +1.2% | +1.9% |
| 30D | -9.0% | -34.1% | +25.1% | -4.1% |
| 3M | -13.7% | -37.1% | +23.3% | -9.4% |
| 6M | -26.9% | -31.8% | +4.9% | -26.7% |
| YTD | -31.8% | +22.9% | -54.7% | -41.9% |
| 1Y | -42.1% | +39.5% | -81.6% | -52.5% |
| 3Y | +47.0% | +57.7% | -10.7% | -0.5% |
| 5Y | -2.5% | +115.8% | -118.3% | -47.8% |
| All | -2.5% | +112.9% | -115.4% | -47.8% |
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