-25.1%
NOW vs ONTO
+124.4%
-149.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.9% | +4.5% | +2.1% |
| 7D | +0.3% | +17.5% | -17.2% | -2.6% |
| 30D | -27.0% | -15.7% | -11.3% | -25.4% |
| 3M | -19.6% | -39.7% | +20.1% | -13.8% |
| 6M | +17.5% | -26.5% | +43.9% | +15.7% |
| YTD | -33.3% | +29.0% | -62.2% | -46.0% |
| 1Y | -39.8% | +57.0% | -96.8% | -54.5% |
| 3Y | -19.9% | +50.0% | -69.9% | -49.3% |
| All | -25.1% | +124.4% | -149.5% | -66.8% |
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