-4.5%
DASH vs ONTO
+305.7%
-310.2%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +12.0% | -11.3% | -2.8% |
| 7D | -4.8% | +1.4% | -6.2% | -6.1% |
| 30D | -7.9% | -34.1% | +26.2% | +2.5% |
| 3M | -16.3% | -37.1% | +20.7% | -7.2% |
| 6M | +10.4% | -31.8% | +42.2% | +13.2% |
| YTD | -20.1% | +22.9% | -43.0% | -37.0% |
| 1Y | -11.4% | +39.5% | -50.9% | -33.9% |
| 3Y | +114.1% | +57.7% | +56.4% | +18.1% |
| 5Y | -5.8% | +115.8% | -121.6% | -60.0% |
| All | -4.5% | +305.7% | -310.2% | -71.6% |
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