+296.0%
NTAP vs ONTO
+658.6%
-362.6%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.2% | -6.0% | -1.6% |
| 7D | -0.8% | -1.0% | +0.3% | -0.6% |
| 30D | -0.5% | -2.9% | +2.4% | -1.0% |
| 3M | +4.1% | -2.5% | +6.5% | +0.8% |
| 6M | +88.0% | +28.2% | +59.7% | +64.0% |
| YTD | +75.6% | +69.8% | +5.8% | +39.0% |
| 1Y | +58.9% | +162.9% | -104.0% | +7.9% |
| 3Y | +153.6% | +95.9% | +57.6% | +70.1% |
| 5Y | +127.6% | +244.5% | -116.8% | +15.8% |
| All | +296.0% | +658.6% | -362.6% | +38.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling