+658.6%
ONTO vs NTR
+101.0%
+557.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.6% | +7.7% | +6.7% |
| 7D | -1.0% | +8.1% | -9.1% | -3.9% |
| 30D | -2.9% | +18.8% | -21.6% | -9.2% |
| 3M | -2.5% | +16.2% | -18.7% | -8.5% |
| 6M | +28.2% | +9.8% | +18.5% | +21.1% |
| YTD | +69.8% | +30.9% | +38.9% | +49.0% |
| 1Y | +162.9% | +41.8% | +121.1% | +121.2% |
| 3Y | +95.9% | +35.8% | +60.2% | +62.8% |
| 5Y | +244.5% | +51.0% | +193.4% | +135.5% |
| All | +658.6% | +101.0% | +557.6% | +306.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling