+294.1%
NTAP vs ONTO
+688.0%
-393.9%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.4% | -2.1% |
| 7D | +2.2% | +9.4% | -7.2% | -0.4% |
| 30D | -7.0% | -4.4% | -2.6% | -6.5% |
| 3M | +12.3% | +1.6% | +10.7% | +7.5% |
| 6M | +85.1% | +45.3% | +39.9% | +56.0% |
| YTD | +74.8% | +76.4% | -1.6% | +36.9% |
| 1Y | +52.7% | +167.2% | -114.5% | +3.3% |
| 3Y | +147.7% | +116.6% | +31.1% | +60.8% |
| 5Y | +124.8% | +263.7% | -138.9% | +12.5% |
| All | +294.1% | +688.0% | -393.9% | +36.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling