+41.5%
NU vs ONTO
+190.6%
-149.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +4.6% | -7.3% | -4.0% |
| 7D | -4.9% | +4.9% | -9.8% | -6.4% |
| 30D | +7.8% | -16.6% | +24.4% | +13.1% |
| 3M | +20.9% | -7.3% | +28.3% | +18.2% |
| 6M | +0.9% | +45.9% | -45.0% | -18.0% |
| YTD | -12.7% | +78.2% | -90.8% | -34.5% |
| 1Y | -6.4% | +159.8% | -166.2% | -39.9% |
| 3Y | +98.1% | +123.4% | -25.3% | +9.7% |
| All | +41.5% | +190.6% | -149.1% | -41.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling