+43.1%
ONTO vs NTR
+36.7%
+6.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +4.0% | -12.6% | -7.7% |
| 7D | -17.4% | +4.3% | -21.7% | -16.4% |
| 30D | -43.2% | +2.6% | -45.8% | -42.6% |
| 3M | -35.7% | +8.5% | -44.3% | -34.4% |
| 6M | -38.3% | -3.3% | -35.0% | -37.3% |
| YTD | +17.1% | +19.6% | -2.5% | +16.6% |
| 1Y | +43.1% | +37.6% | +5.5% | +39.3% |
| All | +43.1% | +36.7% | +6.5% | +39.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling