-5.9%
DASH vs ONTO
+349.6%
-355.6%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +8.9% | -8.9% | -2.6% |
| 7D | -10.2% | +16.4% | -26.6% | -14.6% |
| 30D | -8.2% | -21.4% | +13.2% | -3.1% |
| 3M | -15.9% | -32.7% | +16.8% | -8.4% |
| 6M | +13.3% | -25.2% | +38.5% | +13.0% |
| YTD | -21.3% | +36.2% | -57.5% | -39.8% |
| 1Y | -11.1% | +61.2% | -72.3% | -36.8% |
| 3Y | +103.8% | +58.7% | +45.1% | +15.7% |
| 5Y | -21.6% | +143.6% | -165.3% | -67.9% |
| All | -5.9% | +349.6% | -355.6% | -72.9% |
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