-49.7%
NRG vs ONTO
+46.1%
-95.8%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | -8.7% | -4.8% | -10.9% |
| 7D | -13.7% | -17.4% | +3.7% | -8.7% |
| 30D | -13.6% | -43.2% | +29.6% | +1.2% |
| 3M | -28.5% | -35.7% | +7.2% | -20.6% |
| 6M | -45.8% | -38.3% | -7.5% | -41.6% |
| YTD | -46.9% | +17.1% | -64.0% | -57.9% |
| 1Y | -49.7% | +43.1% | -92.9% | -63.5% |
| All | -49.7% | +46.1% | -95.8% | -63.5% |
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 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