+136.7%
NTAP vs ONTO
+258.3%
-121.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.9% | -3.0% | +0.7% |
| 7D | +3.3% | +9.7% | -6.4% | +0.8% |
| 30D | -0.2% | -8.8% | +8.6% | +1.4% |
| 3M | +11.4% | +4.5% | +6.9% | +6.3% |
| 6M | +88.7% | +56.4% | +32.3% | +57.8% |
| YTD | +78.9% | +78.1% | +0.8% | +42.6% |
| 1Y | +58.8% | +171.3% | -112.4% | +10.2% |
| 3Y | +153.5% | +118.7% | +34.9% | +69.2% |
| 5Y | +136.7% | +269.4% | -132.7% | +19.2% |
| All | +136.7% | +258.3% | -121.6% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling