+1,352.5%
DELL vs ONTO
+476.3%
+876.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.9% | -4.3% | -6.0% |
| 7D | +4.9% | +17.5% | -12.6% | -1.8% |
| 30D | -32.1% | -15.7% | -16.4% | -26.9% |
| 3M | -30.2% | -39.7% | +9.5% | -15.0% |
| 6M | +41.7% | -26.5% | +68.2% | +55.0% |
| YTD | +176.6% | +29.0% | +147.6% | +136.3% |
| 1Y | +159.9% | +57.0% | +103.0% | +104.5% |
| 3Y | +388.0% | +50.0% | +338.0% | +261.3% |
| 5Y | +578.2% | +127.3% | +450.9% | +293.7% |
| All | +1,352.5% | +476.3% | +876.1% | +393.3% |
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 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