+658.6%
ONTO vs NVMI
+951.1%
-292.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +5.5% | +0.7% | +1.1% |
| 7D | -1.0% | +6.6% | -7.6% | -6.8% |
| 30D | -2.9% | -7.5% | +4.6% | +5.2% |
| 3M | -2.5% | -28.5% | +26.0% | +36.7% |
| 6M | +28.2% | -15.7% | +44.0% | +53.4% |
| YTD | +69.8% | +13.3% | +56.5% | +53.8% |
| 1Y | +162.9% | +48.3% | +114.6% | +83.7% |
| 3Y | +95.9% | +191.2% | -95.3% | -33.1% |
| 5Y | +244.5% | +268.7% | -24.2% | -8.4% |
| All | +658.6% | +951.1% | -292.5% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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