-25.3%
NVTS vs ONTO
+182.9%
-208.2%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -2.5% | -2.6% | -3.1% |
| 7D | +21.6% | +34.4% | -12.8% | -3.0% |
| 30D | -8.5% | -20.4% | +11.9% | +8.6% |
| 3M | -31.4% | -37.8% | +6.5% | -2.4% |
| 6M | -50.3% | -24.6% | -25.8% | -39.7% |
| YTD | +33.9% | +32.8% | +1.1% | +7.9% |
| 1Y | +10.6% | +54.7% | -44.1% | -20.6% |
| 3Y | +52.7% | +54.7% | -2.0% | -12.4% |
| 5Y | -48.5% | +134.0% | -182.5% | -80.6% |
| All | -25.3% | +182.9% | -208.2% | -71.0% |
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