+2,032.9%
DELL vs ONTO
+661.2%
+1,371.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.4% | -1.9% | -4.0% |
| 7D | -1.9% | +6.5% | -8.4% | -4.3% |
| 30D | +14.9% | -15.9% | +30.8% | +22.6% |
| 3M | +37.2% | -0.2% | +37.4% | +33.6% |
| 6M | +254.0% | +38.7% | +215.2% | +197.7% |
| YTD | +306.1% | +70.4% | +235.8% | +210.2% |
| 1Y | +312.3% | +153.6% | +158.7% | +162.9% |
| 3Y | +654.0% | +109.2% | +544.8% | +385.4% |
| 5Y | +1,055.3% | +249.7% | +805.6% | +461.7% |
| All | +2,032.9% | +661.2% | +1,371.7% | +547.5% |
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