+287.8%
NTAP vs ONTO
+476.3%
-188.5%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -1.7% |
| 7D | +7.2% | +17.5% | -10.3% | +2.1% |
| 30D | -18.4% | -15.7% | -2.7% | -14.8% |
| 3M | -11.3% | -39.7% | +28.4% | +1.0% |
| 6M | +53.8% | -26.5% | +80.2% | +59.1% |
| YTD | +72.0% | +29.0% | +43.0% | +45.9% |
| 1Y | +68.0% | +57.0% | +11.1% | +33.5% |
| 3Y | +149.5% | +50.0% | +99.5% | +80.1% |
| 5Y | +125.6% | +127.3% | -1.7% | +30.1% |
| All | +287.8% | +476.3% | -188.5% | +45.5% |
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