+737.3%
NVT vs ONTO
+696.1%
+41.2%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.6% | +0.1% | +2.8% |
| 7D | +4.1% | +4.9% | -0.9% | +2.1% |
| 30D | -5.1% | -16.6% | +11.5% | +2.0% |
| 3M | -1.2% | -7.3% | +6.2% | -0.3% |
| 6M | +46.6% | +45.9% | +0.7% | +22.1% |
| YTD | +60.0% | +78.2% | -18.2% | +22.0% |
| 1Y | +70.8% | +159.8% | -89.0% | +10.5% |
| 3Y | +187.5% | +123.4% | +64.1% | +80.1% |
| 5Y | +426.1% | +265.8% | +160.4% | +141.6% |
| All | +737.3% | +696.1% | +41.2% | +108.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling