+43.1%
ONTO vs NTRS
+43.5%
-0.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.1% | -11.8% | -11.2% |
| 7D | -17.4% | +3.6% | -20.9% | -19.9% |
| 30D | -43.2% | +4.3% | -47.5% | -45.2% |
| 3M | -35.7% | -1.9% | -33.8% | -34.4% |
| 6M | -38.3% | +11.4% | -49.7% | -42.3% |
| YTD | +17.1% | +32.3% | -15.2% | -8.2% |
| 1Y | +43.1% | +42.5% | +0.6% | +4.2% |
| All | +43.1% | +43.5% | -0.3% | +4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NTRS.
Daily Out/Under-Performance
Portfolio return minus NTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTRS 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 NTRS 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