+249.7%
ONTO vs NTRS
+88.8%
+161.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.4% | -4.8% | -4.4% |
| 7D | +6.5% | +0.3% | +6.2% | +6.2% |
| 30D | -15.9% | +0.2% | -16.1% | -16.0% |
| 3M | -0.2% | +13.2% | -13.4% | -8.3% |
| 6M | +38.7% | +36.9% | +1.8% | +11.2% |
| YTD | +70.4% | +39.1% | +31.2% | +34.7% |
| 1Y | +153.6% | +50.4% | +103.2% | +90.0% |
| 3Y | +109.2% | +166.8% | -57.6% | +5.4% |
| 5Y | +249.7% | +92.9% | +156.9% | +121.2% |
| All | +249.7% | +88.8% | +161.0% | +121.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling