-9.4%
NVTS vs ONTO
+275.7%
-285.0%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.0% | -2.4% | -2.6% |
| 7D | +3.5% | +9.4% | -5.9% | -3.4% |
| 30D | -11.9% | -4.4% | -7.5% | -9.4% |
| 3M | -49.2% | +1.6% | -50.8% | -51.0% |
| 6M | +38.4% | +45.3% | -6.8% | +3.7% |
| YTD | +62.5% | +76.4% | -13.9% | +6.4% |
| 1Y | +101.4% | +167.2% | -65.8% | -4.8% |
| 3Y | +40.4% | +116.6% | -76.1% | -38.1% |
| All | -9.4% | +275.7% | -285.0% | -71.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling