+50.0%
ONTO vs NVS
+90.8%
-40.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.0% | -2.9% |
| 7D | +17.5% | -1.3% | +18.8% | +17.4% |
| 30D | -15.7% | +9.3% | -24.9% | -14.9% |
| 3M | -39.7% | +5.8% | -45.5% | -39.4% |
| 6M | -26.5% | +7.2% | -33.7% | -26.5% |
| YTD | +29.0% | +20.0% | +9.0% | +28.2% |
| 1Y | +57.0% | +25.4% | +31.6% | +55.3% |
| 3Y | +50.0% | +89.2% | -39.2% | +47.6% |
| All | +50.0% | +90.8% | -40.8% | +47.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling