+43.0%
ONTO vs NVDX
+507.9%
-464.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +5.1% | +5.9% | +9.1% |
| 7D | -14.0% | -18.2% | +4.2% | -6.6% |
| 30D | -43.1% | -40.2% | -2.9% | -30.1% |
| 3M | -35.5% | -32.6% | -2.9% | -24.5% |
| 6M | -41.1% | -30.6% | -10.5% | -32.6% |
| YTD | +9.8% | -22.3% | +32.1% | +18.3% |
| 1Y | +31.5% | -27.1% | +58.6% | +43.9% |
| 3Y | +45.2% | +441.8% | -396.7% | -22.5% |
| All | +43.0% | +507.9% | -464.9% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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