+111.4%
DAL vs ONTO
+124.4%
-12.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.5% | +0.4% |
| 7D | -1.1% | +17.5% | -18.6% | -5.6% |
| 30D | +12.8% | -15.7% | +28.5% | +16.5% |
| 3M | -5.3% | -39.7% | +34.4% | +6.5% |
| 6M | +22.4% | -26.5% | +48.8% | +25.1% |
| YTD | +25.6% | +29.0% | -3.4% | +5.9% |
| 1Y | +45.5% | +57.0% | -11.5% | +15.1% |
| 3Y | +161.0% | +50.0% | +111.0% | +83.5% |
| All | +111.4% | +124.4% | -12.9% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling