-40.7%
NOW vs ONTO
+33.8%
-74.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +12.0% | -11.2% | +2.6% |
| 7D | -3.1% | +1.4% | -4.4% | -2.8% |
| 30D | -27.0% | -34.1% | +7.1% | -32.8% |
| 3M | -17.7% | -37.1% | +19.3% | -24.0% |
| 6M | +12.7% | -31.8% | +44.5% | +8.4% |
| YTD | -32.9% | +22.9% | -55.8% | -31.7% |
| All | -40.7% | +33.8% | -74.5% | -41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling