+171.4%
NTRA vs ONTO
+246.7%
-75.3%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.1% |
| 7D | -0.5% | +6.5% | -7.0% | -2.7% |
| 30D | +4.3% | -15.9% | +20.2% | +9.7% |
| 3M | +50.6% | -0.2% | +50.8% | +44.3% |
| 6M | +63.9% | +38.7% | +25.2% | +35.8% |
| YTD | +42.4% | +70.4% | -28.0% | +7.9% |
| 1Y | +92.1% | +153.6% | -61.5% | +22.4% |
| 3Y | +501.7% | +109.2% | +392.6% | +253.1% |
| 5Y | +171.4% | +249.7% | -78.3% | +11.8% |
| All | +171.4% | +246.7% | -75.3% | +11.8% |
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