+45.2%
NU vs ONTO
+187.7%
-142.5%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.2% | -1.9% |
| 7D | -2.6% | +9.4% | -12.0% | -5.3% |
| 30D | +8.2% | -4.4% | +12.7% | +8.6% |
| 3M | +26.3% | +1.6% | +24.7% | +19.4% |
| 6M | +2.2% | +45.3% | -43.0% | -16.7% |
| YTD | -10.4% | +76.4% | -86.8% | -32.5% |
| 1Y | -3.0% | +167.2% | -170.1% | -38.4% |
| 3Y | +120.3% | +116.6% | +3.7% | +23.8% |
| All | +45.2% | +187.7% | -142.5% | -40.1% |
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