-7.8%
NVTS vs ONTO
+261.6%
-269.5%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +6.2% | +0.1% | +1.6% |
| 7D | +2.7% | -1.0% | +3.7% | +3.6% |
| 30D | -4.5% | -2.9% | -1.6% | -3.0% |
| 3M | -61.5% | -2.5% | -59.1% | -61.5% |
| 6M | +28.0% | +28.2% | -0.2% | +5.2% |
| YTD | +65.3% | +69.8% | -4.5% | +11.5% |
| 1Y | +113.0% | +162.9% | -49.9% | +2.0% |
| 3Y | +34.7% | +95.9% | -61.2% | -35.3% |
| All | -7.8% | +261.6% | -269.5% | -70.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling