+244.4%
NXT vs ONTO
+131.0%
+113.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.0% | -12.0% | -3.6% |
| 7D | +15.1% | +1.4% | +13.7% | +13.5% |
| 30D | +21.8% | -34.1% | +55.9% | +36.4% |
| 3M | +1.6% | -37.1% | +38.6% | +14.3% |
| 6M | -16.7% | -31.8% | +15.1% | -9.7% |
| YTD | +20.4% | +22.9% | -2.5% | +10.5% |
| 1Y | +0.2% | +39.5% | -39.3% | -11.2% |
| 3Y | +208.7% | +57.7% | +151.0% | +138.3% |
| All | +244.4% | +131.0% | +113.3% | +132.1% |
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