+112.4%
NI vs ONTO
+476.3%
-363.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.9% | +3.4% | +0.7% |
| 7D | +4.3% | +17.5% | -13.2% | +3.0% |
| 30D | +12.4% | -15.7% | +28.0% | +13.4% |
| 3M | +10.2% | -39.7% | +49.9% | +13.8% |
| 6M | -0.8% | -26.5% | +25.7% | -0.4% |
| YTD | +13.2% | +29.0% | -15.8% | +7.3% |
| 1Y | +10.1% | +57.0% | -46.9% | +2.2% |
| 3Y | +103.1% | +50.0% | +53.1% | +78.7% |
| 5Y | +115.5% | +127.3% | -11.7% | +69.6% |
| All | +112.4% | +476.3% | -363.9% | +9.4% |
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 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