+56.4%
NU vs ONTO
+51.5%
+4.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -2.9% | +14.6% | +12.3% |
| 7D | +9.9% | +17.5% | -7.6% | +6.5% |
| 30D | -11.5% | -15.7% | +4.2% | -9.5% |
| 3M | -5.1% | -39.7% | +34.6% | +2.8% |
| 6M | +3.1% | -26.5% | +29.6% | +3.8% |
| YTD | -21.0% | +29.0% | -50.0% | -31.6% |
| 1Y | -15.2% | +57.0% | -72.2% | -30.0% |
| 3Y | +56.4% | +50.0% | +6.5% | +24.8% |
| All | +56.4% | +51.5% | +4.9% | +24.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling