-18.6%
NRG vs ONTO
+162.8%
-181.4%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +6.2% | +0.3% | +4.6% |
| 7D | +7.1% | -1.0% | +8.1% | +7.4% |
| 30D | -1.4% | -2.9% | +1.5% | -1.8% |
| 3M | -10.5% | -2.5% | -8.0% | -15.0% |
| 6M | -26.7% | +28.2% | -55.0% | -38.7% |
| YTD | -24.5% | +69.8% | -94.3% | -43.2% |
| 1Y | -18.6% | +162.9% | -181.4% | -44.2% |
| All | -18.6% | +162.8% | -181.4% | -44.2% |
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