+118.7%
ONTO vs NVS
+55.0%
+63.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -13.9% | +18.8% | +4.4% |
| 7D | +9.7% | -14.6% | +24.3% | +9.2% |
| 30D | -8.8% | -11.9% | +3.1% | -9.2% |
| 3M | +4.5% | -6.0% | +10.5% | +3.0% |
| 6M | +56.4% | -11.4% | +67.8% | +55.4% |
| YTD | +78.1% | +2.9% | +75.2% | +74.8% |
| 1Y | +171.3% | +10.2% | +161.0% | +165.2% |
| 3Y | +118.7% | +55.3% | +63.3% | +117.6% |
| All | +118.7% | +55.0% | +63.7% | +117.6% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling