+143.3%
DELL vs ONTO
+46.1%
+97.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | -8.7% | -0.1% | -5.3% |
| 7D | -24.6% | -17.4% | -7.2% | -18.5% |
| 30D | -32.5% | -43.2% | +10.7% | -17.0% |
| 3M | -20.2% | -35.7% | +15.5% | -6.8% |
| 6M | +76.5% | -38.3% | +114.8% | +105.7% |
| YTD | +198.9% | +17.1% | +181.8% | +188.2% |
| 1Y | +143.3% | +43.1% | +100.2% | +119.3% |
| All | +143.3% | +46.1% | +97.2% | +119.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling