+238.0%
ONTO vs NVS
+113.6%
+124.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.9% | +8.1% | +6.4% |
| 7D | -1.0% | +4.0% | -5.0% | -1.7% |
| 30D | -2.9% | +3.6% | -6.5% | -3.5% |
| 3M | -2.5% | +7.8% | -10.3% | -4.3% |
| 6M | +28.2% | -0.2% | +28.4% | +28.0% |
| YTD | +69.8% | +19.6% | +50.2% | +63.3% |
| 1Y | +162.9% | +28.4% | +134.5% | +149.4% |
| 3Y | +95.9% | +76.2% | +19.8% | +72.9% |
| All | +238.0% | +113.6% | +124.4% | +172.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling