+180.5%
NXT vs ONTO
+234.7%
-54.2%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +4.9% | -3.8% | -0.4% |
| 7D | +2.9% | +9.7% | -6.8% | -0.1% |
| 30D | -17.2% | -8.8% | -8.4% | -15.2% |
| 3M | -32.0% | +4.5% | -36.5% | -33.9% |
| 6M | -15.8% | +56.4% | -72.2% | -27.0% |
| YTD | -1.9% | +78.1% | -80.0% | -18.0% |
| 1Y | +22.5% | +171.3% | -148.8% | -8.9% |
| 3Y | +100.5% | +118.7% | -18.1% | +42.9% |
| All | +180.5% | +234.7% | -54.2% | +72.2% |
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