+146.2%
NUE vs ONTO
+124.4%
+21.8%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.9% | -0.6% | -2.9% |
| 7D | +2.8% | +17.5% | -14.7% | -0.7% |
| 30D | -2.1% | -15.7% | +13.6% | +0.5% |
| 3M | -7.3% | -39.7% | +32.4% | +0.9% |
| 6M | +8.9% | -26.5% | +35.4% | +10.3% |
| YTD | +55.6% | +29.0% | +26.6% | +35.8% |
| 1Y | +74.7% | +57.0% | +17.7% | +45.0% |
| 3Y | +71.7% | +50.0% | +21.7% | +28.5% |
| All | +146.2% | +124.4% | +21.8% | +50.1% |
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