+28.2%
ONTO vs NVS
+0.3%
+28.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | NVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.9% | +8.1% | +5.7% |
| 7D | -1.0% | +4.0% | -5.0% | -0.1% |
| 30D | -2.9% | +3.6% | -6.5% | -1.9% |
| 3M | -2.5% | +7.8% | -10.3% | -3.5% |
| 6M | +28.2% | -0.2% | +28.4% | +42.6% |
| All | +28.2% | +0.3% | +28.0% | +42.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling