+731.8%
NTRA vs ONTO
+695.7%
+36.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.1% | -3.2% |
| 7D | +1.1% | +9.7% | -8.6% | -2.7% |
| 30D | +0.6% | -8.8% | +9.5% | +3.1% |
| 3M | +51.8% | +4.5% | +47.3% | +41.8% |
| 6M | +63.6% | +56.4% | +7.2% | +24.8% |
| YTD | +41.5% | +78.1% | -36.6% | +0.6% |
| 1Y | +93.6% | +171.3% | -77.6% | +11.6% |
| 3Y | +498.0% | +118.7% | +379.4% | +219.1% |
| 5Y | +172.5% | +269.4% | -96.9% | -0.3% |
| All | +731.8% | +695.7% | +36.1% | +71.6% |
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