-29.3%
DASH vs ONTO
+124.4%
-153.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | +0.2% |
| 7D | -4.5% | +17.5% | -22.1% | -9.2% |
| 30D | -6.8% | -15.7% | +8.9% | -3.7% |
| 3M | -20.7% | -39.7% | +19.0% | -10.6% |
| 6M | +15.1% | -26.5% | +41.5% | +14.9% |
| YTD | -24.3% | +29.0% | -53.3% | -41.6% |
| 1Y | -12.1% | +57.0% | -69.1% | -37.8% |
| 3Y | +91.1% | +50.0% | +41.1% | +4.2% |
| All | -29.3% | +124.4% | -153.7% | -74.3% |
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