+45.3%
NVTS vs ONTO
+118.2%
-72.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.9% | -3.2% | -1.7% |
| 7D | +9.7% | +9.7% | 0.0% | +2.8% |
| 30D | -13.6% | -8.8% | -4.8% | -8.3% |
| 3M | -51.0% | +4.5% | -55.5% | -53.2% |
| 6M | +46.3% | +56.4% | -10.1% | +9.0% |
| YTD | +68.1% | +78.1% | -10.0% | +16.9% |
| 1Y | +113.9% | +171.3% | -57.4% | +13.2% |
| 3Y | +45.3% | +118.7% | -73.4% | -25.6% |
| All | +45.3% | +118.2% | -72.9% | -25.6% |
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