+70.6%
NI vs ONTO
+118.2%
-47.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.9% | -3.7% | +1.1% |
| 7D | +2.3% | +9.7% | -7.4% | +2.1% |
| 30D | -1.7% | -8.8% | +7.2% | -1.5% |
| 3M | -8.0% | +4.5% | -12.5% | -8.4% |
| 6M | -8.6% | +56.4% | -65.1% | -10.1% |
| YTD | +2.3% | +78.1% | -75.7% | +0.4% |
| 1Y | +6.9% | +171.3% | -164.3% | +3.9% |
| 3Y | +70.6% | +118.7% | -48.1% | +59.3% |
| All | +70.6% | +118.2% | -47.7% | +59.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling