+48.9%
NVTS vs ONTO
+51.5%
-2.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -2.9% | -3.5% | -4.3% |
| 7D | +3.9% | +17.5% | -13.6% | -7.2% |
| 30D | -4.3% | -15.7% | +11.3% | +7.6% |
| 3M | -34.5% | -39.7% | +5.2% | -7.1% |
| 6M | -57.7% | -26.5% | -31.2% | -47.9% |
| YTD | +25.4% | +29.0% | -3.6% | +9.3% |
| 1Y | +13.1% | +57.0% | -43.8% | -12.8% |
| 3Y | +48.9% | +50.0% | -1.1% | +16.6% |
| All | +48.9% | +51.5% | -2.6% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling