+429.3%
DELL vs ONTO
+60.0%
+369.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +8.9% | +2.9% | +7.8% |
| 7D | +0.4% | +16.4% | -16.0% | -6.0% |
| 30D | -35.1% | -21.4% | -13.7% | -28.0% |
| 3M | -15.1% | -32.7% | +17.6% | -0.6% |
| 6M | +51.7% | -25.2% | +76.9% | +64.6% |
| YTD | +200.0% | +36.2% | +163.7% | +146.4% |
| 1Y | +172.1% | +61.2% | +111.0% | +107.0% |
| All | +429.3% | +60.0% | +369.2% | +270.7% |
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