+61.2%
ONTO vs NWSA
+1.1%
+60.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.8% | +8.1% | +9.4% |
| 7D | +16.4% | -12.2% | +28.6% | +5.8% |
| 30D | -21.4% | -8.7% | -12.8% | -24.7% |
| 3M | -32.7% | -6.0% | -26.8% | -32.7% |
| 6M | -25.2% | -0.3% | -24.9% | -17.7% |
| YTD | +36.2% | +3.5% | +32.7% | +55.1% |
| 1Y | +61.2% | +0.8% | +60.4% | +85.1% |
| All | +61.2% | +1.1% | +60.1% | +85.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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