+2,672.5%
NVDL vs ONTO
+251.4%
+2,421.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.9% | -8.9% | -7.9% |
| 7D | +7.3% | +9.7% | -2.4% | -0.8% |
| 30D | -0.7% | -8.8% | +8.1% | +5.1% |
| 3M | +9.5% | +4.5% | +5.0% | -4.5% |
| 6M | +41.6% | +56.4% | -14.8% | -18.5% |
| YTD | +23.3% | +78.1% | -54.7% | -38.4% |
| 1Y | +40.3% | +171.3% | -131.0% | -54.9% |
| 3Y | +692.2% | +118.7% | +573.5% | +232.1% |
| All | +2,672.5% | +251.4% | +2,421.2% | +482.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling