+102.9%
DAL vs ONON
-5.4%
+108.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.6% | +2.3% |
| 7D | +8.8% | +10.6% | -1.8% | +5.8% |
| 30D | +5.4% | +12.5% | -7.1% | +1.8% |
| 3M | -4.9% | +0.1% | -5.0% | -6.2% |
| 6M | +19.8% | +3.6% | +16.2% | +16.7% |
| YTD | +27.0% | -19.6% | +46.6% | +32.3% |
| 1Y | +52.5% | +5.2% | +47.2% | +46.3% |
| 3Y | +173.8% | +33.1% | +140.7% | +144.3% |
| All | +102.9% | -5.4% | +108.3% | +67.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling