+263.7%
ONTO vs NYT
+38.5%
+225.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.4% |
| 7D | +9.4% | -1.6% | +11.0% | +9.9% |
| 30D | -4.4% | +2.8% | -7.2% | -5.2% |
| 3M | +1.6% | -9.2% | +10.8% | +2.9% |
| 6M | +45.3% | -17.1% | +62.4% | +51.0% |
| YTD | +76.4% | -3.2% | +79.6% | +72.3% |
| 1Y | +167.2% | +15.7% | +151.5% | +142.0% |
| 3Y | +116.6% | +55.7% | +60.8% | +64.1% |
| 5Y | +263.7% | +39.4% | +224.4% | +155.5% |
| All | +263.7% | +38.5% | +225.2% | +155.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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