+91.5%
ONTO vs NTR
+23.5%
+68.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.0% | +12.1% | +11.3% |
| 7D | -14.0% | +3.0% | -17.0% | -14.6% |
| 30D | -43.1% | +2.2% | -45.2% | -43.5% |
| 3M | -35.5% | +7.9% | -43.4% | -37.0% |
| 6M | -41.1% | -1.5% | -39.5% | -41.4% |
| YTD | +9.8% | +18.6% | -8.8% | +2.9% |
| 1Y | +31.5% | +31.7% | -0.2% | +19.5% |
| 3Y | +45.2% | +46.4% | -1.3% | +24.2% |
| All | +91.5% | +23.5% | +68.0% | +54.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling