+402.8%
NVT vs ONTO
+246.7%
+156.1%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -0.8% |
| 7D | +2.0% | +6.5% | -4.5% | -0.4% |
| 30D | -7.2% | -15.9% | +8.7% | -1.1% |
| 3M | -0.9% | -0.2% | -0.7% | -2.8% |
| 6M | +42.6% | +38.7% | +3.8% | +23.5% |
| YTD | +52.9% | +70.4% | -17.5% | +22.3% |
| 1Y | +64.5% | +153.6% | -89.1% | +13.0% |
| 3Y | +178.0% | +109.2% | +68.8% | +93.6% |
| 5Y | +402.8% | +249.7% | +153.0% | +167.5% |
| All | +402.8% | +246.7% | +156.1% | +167.5% |
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