+227.7%
NXT vs ONTO
+135.2%
+92.5%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | +1.8% | -6.6% | -5.4% |
| 7D | +4.0% | -2.4% | +6.4% | +3.7% |
| 30D | +15.9% | -32.9% | +48.9% | +29.1% |
| 3M | -3.0% | -32.2% | +29.2% | +6.7% |
| 6M | -20.7% | -30.6% | +9.9% | -14.6% |
| YTD | +14.6% | +25.1% | -10.5% | +4.6% |
| 1Y | -7.1% | +40.0% | -47.1% | -17.9% |
| 3Y | +189.4% | +45.7% | +143.7% | +129.4% |
| All | +227.7% | +135.2% | +92.5% | +119.7% |
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