+99.7%
ONTO vs NWSA
+47.8%
+51.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.8% | +8.0% | +6.7% |
| 7D | -1.0% | -1.9% | +0.8% | -0.5% |
| 30D | -2.9% | +4.6% | -7.5% | -4.7% |
| 3M | -2.5% | +13.2% | -15.7% | -8.9% |
| 6M | +28.2% | +27.0% | +1.2% | +9.2% |
| YTD | +69.8% | +16.8% | +52.9% | +52.8% |
| 1Y | +162.9% | +4.5% | +158.4% | +158.7% |
| All | +99.7% | +47.8% | +51.9% | +63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling