+170.4%
NXT vs ONTO
+231.5%
-61.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.0% | -2.6% | -3.3% |
| 7D | -0.2% | +9.4% | -9.6% | -3.0% |
| 30D | -20.0% | -4.4% | -15.5% | -19.2% |
| 3M | -30.9% | +1.6% | -32.5% | -32.3% |
| 6M | -23.8% | +45.3% | -69.1% | -32.6% |
| YTD | -5.4% | +76.4% | -81.8% | -20.7% |
| 1Y | +28.0% | +167.2% | -139.1% | -4.3% |
| 3Y | +93.3% | +116.6% | -23.2% | +38.2% |
| All | +170.4% | +231.5% | -61.0% | +66.5% |
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