-15.2%
NU vs ONTO
+52.3%
-67.5%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.9% | +14.6% | +12.1% |
| 7D | +9.9% | +17.5% | -7.6% | +7.7% |
| 30D | -11.5% | -15.7% | +4.2% | -10.1% |
| 3M | -5.1% | -39.7% | +34.6% | +0.1% |
| 6M | +3.1% | -26.5% | +29.6% | +1.8% |
| YTD | -21.0% | +29.0% | -50.0% | -38.1% |
| 1Y | -15.2% | +57.0% | -72.2% | -37.9% |
| All | -15.2% | +52.3% | -67.5% | -37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling