+65.3%
DAL vs ONTO
+390.5%
-325.1%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +11.1% | -8.9% | -1.7% |
| 7D | +8.8% | -14.0% | +22.8% | +13.3% |
| 30D | +5.4% | -43.1% | +48.5% | +26.0% |
| 3M | -4.9% | -35.5% | +30.6% | +6.5% |
| 6M | +19.8% | -41.1% | +60.9% | +32.9% |
| YTD | +27.0% | +9.8% | +17.2% | +8.2% |
| 1Y | +52.5% | +31.5% | +20.9% | +20.4% |
| 3Y | +173.8% | +45.2% | +128.7% | +73.1% |
| 5Y | +104.5% | +86.7% | +17.8% | +2.9% |
| All | +65.3% | +390.5% | -325.1% | -62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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