+276.3%
NTAP vs ONTO
+459.0%
-182.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.6% |
| 7D | -7.8% | -2.4% | -5.3% | -7.5% |
| 30D | -25.8% | -32.9% | +7.2% | -17.4% |
| 3M | -11.2% | -32.2% | +21.0% | -2.3% |
| 6M | +49.9% | -30.6% | +80.6% | +57.9% |
| YTD | +66.9% | +25.1% | +41.7% | +42.9% |
| 1Y | +58.8% | +40.0% | +18.8% | +30.8% |
| 3Y | +140.8% | +45.7% | +95.1% | +75.4% |
| 5Y | +115.0% | +128.8% | -13.8% | +23.5% |
| All | +276.3% | +459.0% | -182.7% | +42.5% |
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