+2,490.2%
NVDL vs ONTO
+251.6%
+2,238.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +4.6% | -4.8% | -3.8% |
| 7D | -10.3% | +4.9% | -15.3% | -14.1% |
| 30D | -7.1% | -16.6% | +9.5% | +6.1% |
| 3M | +6.6% | -7.3% | +13.9% | +3.8% |
| 6M | +21.1% | +45.9% | -24.9% | -25.8% |
| YTD | +15.2% | +78.2% | -63.0% | -42.5% |
| 1Y | +18.8% | +159.8% | -141.0% | -60.2% |
| 3Y | +649.9% | +123.4% | +526.5% | +207.5% |
| All | +2,490.2% | +251.6% | +2,238.6% | +443.6% |
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