+717.5%
NVT vs ONTO
+688.0%
+29.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.1% |
| 7D | +7.0% | +9.4% | -2.4% | +3.1% |
| 30D | -2.3% | -4.4% | +2.1% | -0.8% |
| 3M | -3.1% | +1.6% | -4.7% | -6.0% |
| 6M | +47.0% | +45.3% | +1.8% | +22.7% |
| YTD | +56.2% | +76.4% | -20.2% | +19.6% |
| 1Y | +74.5% | +167.2% | -92.6% | +11.7% |
| 3Y | +184.0% | +116.6% | +67.5% | +80.1% |
| 5Y | +410.8% | +263.7% | +147.0% | +135.0% |
| All | +717.5% | +688.0% | +29.5% | +104.6% |
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 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