+276.5%
NTAP vs ONTO
+449.2%
-172.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +12.0% | -7.9% | +0.6% |
| 7D | -5.0% | +1.4% | -6.3% | -5.8% |
| 30D | -25.8% | -34.1% | +8.4% | -16.9% |
| 3M | -6.9% | -37.1% | +30.2% | +4.5% |
| 6M | +50.0% | -31.8% | +81.8% | +58.8% |
| YTD | +66.9% | +22.9% | +44.0% | +43.7% |
| 1Y | +58.3% | +39.5% | +18.7% | +30.4% |
| 3Y | +145.1% | +57.7% | +87.5% | +73.2% |
| 5Y | +114.2% | +115.8% | -1.6% | +25.5% |
| All | +276.5% | +449.2% | -172.7% | +43.3% |
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