-8.6%
ONON vs NTR
+36.8%
-45.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.1% |
| 7D | -2.1% | -1.3% | -0.8% | -2.0% |
| 30D | -11.6% | +16.8% | -28.4% | -12.8% |
| 3M | -30.1% | +20.7% | -50.8% | -31.4% |
| 6M | -30.5% | +0.5% | -31.0% | -30.4% |
| YTD | -41.0% | +29.2% | -70.2% | -44.1% |
| 1Y | -36.7% | +39.6% | -76.3% | -41.2% |
| 3Y | -8.6% | +37.9% | -46.5% | -15.6% |
| All | -8.6% | +36.8% | -45.4% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 3y: compounded portfolio wealth divided by compounded NTR 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…
3y analysis · Full analysis span regression · 6 months rolling