+66.0%
NUE vs ONTO
+115.7%
-49.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +0.8% |
| 7D | -0.6% | +4.9% | -5.6% | -1.4% |
| 30D | -4.6% | -16.6% | +12.1% | -1.9% |
| 3M | -0.3% | -7.3% | +7.0% | -1.2% |
| 6M | +51.9% | +45.9% | +6.0% | +36.7% |
| YTD | +60.0% | +78.2% | -18.2% | +37.7% |
| 1Y | +82.9% | +159.8% | -76.9% | +44.6% |
| 3Y | +66.0% | +123.4% | -57.4% | +19.8% |
| All | +66.0% | +115.7% | -49.7% | +19.8% |
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