+126.8%
DAL vs ONON
-6.6%
+133.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -4.7% | -0.5% | -3.9% |
| 7D | +1.4% | -11.9% | +13.3% | +5.0% |
| 30D | +9.1% | -6.8% | +15.9% | +11.1% |
| 3M | -3.5% | +6.6% | -10.1% | -5.5% |
| 6M | +23.4% | -2.2% | +25.6% | +22.1% |
| YTD | +26.0% | -28.9% | +54.9% | +35.6% |
| 1Y | +44.6% | -20.3% | +65.0% | +50.6% |
| 3Y | +162.7% | +22.9% | +139.8% | +141.4% |
| 5Y | +113.0% | -11.1% | +124.1% | +86.7% |
| All | +126.8% | -6.6% | +133.4% | +98.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 10y: compounded portfolio wealth divided by compounded ONON 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…
10y analysis · Full analysis span regression · 6 months rolling