+121.1%
ONTO vs NTRS
+161.8%
-40.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | +9.4% | +0.9% | +8.5% | +8.6% |
| 30D | -4.4% | -1.2% | -3.2% | -3.6% |
| 3M | +1.6% | +8.8% | -7.2% | -4.3% |
| 6M | +45.3% | +34.7% | +10.6% | +16.2% |
| YTD | +76.4% | +37.2% | +39.1% | +38.6% |
| 1Y | +167.2% | +46.3% | +120.8% | +100.1% |
| All | +121.1% | +161.8% | -40.6% | +15.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling