-12.9%
NVTS vs ONTO
+262.9%
-275.8%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -3.4% | -0.5% | -1.3% |
| 7D | +0.5% | +6.5% | -6.1% | -4.3% |
| 30D | -18.0% | -15.9% | -2.1% | -6.7% |
| 3M | -45.6% | -0.2% | -45.5% | -46.9% |
| 6M | +28.5% | +38.7% | -10.3% | -0.3% |
| YTD | +56.2% | +70.4% | -14.2% | +5.1% |
| 1Y | +97.7% | +153.6% | -55.9% | -2.7% |
| 3Y | +35.0% | +109.2% | -74.2% | -38.9% |
| All | -12.9% | +262.9% | -275.8% | -71.7% |
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