-5.2%
DASH vs ONTO
+262.3%
-267.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +11.1% | -11.2% | -3.4% |
| 7D | +0.4% | -14.0% | +14.4% | +4.0% |
| 30D | -6.0% | -43.1% | +37.0% | +9.4% |
| 3M | -15.8% | -35.5% | +19.8% | -7.7% |
| 6M | +7.0% | -41.1% | +48.0% | +14.7% |
| YTD | -20.7% | +9.8% | -30.4% | -35.2% |
| 1Y | -8.5% | +31.5% | -40.1% | -30.9% |
| 3Y | +101.8% | +45.2% | +56.6% | +13.1% |
| 5Y | -9.6% | +86.7% | -96.3% | -59.8% |
| All | -5.2% | +262.3% | -267.5% | -70.8% |
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