+74.1%
DAL vs ONTO
+449.2%
-375.2%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +12.0% | -6.7% | +1.1% |
| 7D | +10.0% | +1.4% | +8.7% | +8.3% |
| 30D | +12.0% | -34.1% | +46.2% | +27.2% |
| 3M | +0.8% | -37.1% | +37.8% | +14.6% |
| 6M | +26.2% | -31.8% | +58.0% | +33.0% |
| YTD | +33.7% | +22.9% | +10.8% | +9.4% |
| 1Y | +57.6% | +39.5% | +18.1% | +22.2% |
| 3Y | +183.5% | +57.7% | +125.8% | +74.6% |
| 5Y | +114.2% | +115.8% | -1.6% | +1.7% |
| All | +74.1% | +449.2% | -375.2% | -61.9% |
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