+18.3%
NOW vs ONTO
+97.2%
-78.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.2% | -9.1% | -3.3% |
| 7D | -2.4% | -1.0% | -1.4% | -2.3% |
| 30D | +20.5% | -2.9% | +23.4% | +20.2% |
| 3M | +18.3% | -2.5% | +20.8% | +16.0% |
| 6M | +24.1% | +28.2% | -4.1% | +15.3% |
| YTD | -7.8% | +69.8% | -77.6% | -19.5% |
| 1Y | -21.4% | +162.9% | -184.3% | -38.2% |
| All | +18.3% | +97.2% | -78.9% | -13.5% |
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