+43.1%
ONTO vs NVS
+37.6%
+5.5%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.6% | -12.3% | -7.7% |
| 7D | -17.4% | +5.7% | -23.1% | -16.1% |
| 30D | -43.2% | +17.1% | -60.3% | -41.0% |
| 3M | -35.7% | +7.6% | -43.4% | -34.1% |
| 6M | -38.3% | +14.1% | -52.4% | -38.6% |
| YTD | +17.1% | +23.3% | -6.2% | +17.3% |
| 1Y | +43.1% | +36.0% | +7.2% | +38.2% |
| All | +43.1% | +37.6% | +5.5% | +38.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVS.
Daily Out/Under-Performance
Portfolio return minus NVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVS 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 NVS 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