+114.1%
DASH vs ONTO
+56.0%
+58.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +12.0% | -11.3% | -0.8% |
| 7D | -4.8% | +1.4% | -6.2% | -5.3% |
| 30D | -7.9% | -34.1% | +26.2% | -3.2% |
| 3M | -16.3% | -37.1% | +20.7% | -12.1% |
| 6M | +10.4% | -31.8% | +42.2% | +11.9% |
| YTD | -20.1% | +22.9% | -43.0% | -29.6% |
| 1Y | -11.4% | +39.5% | -50.9% | -24.3% |
| 3Y | +114.1% | +57.7% | +56.4% | +58.0% |
| All | +114.1% | +56.0% | +58.1% | +58.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling