+635.6%
DELL vs ONTO
+142.3%
+493.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +8.9% | +2.9% | +8.0% |
| 7D | +0.4% | +16.4% | -16.0% | -5.7% |
| 30D | -35.1% | -21.4% | -13.7% | -28.2% |
| 3M | -15.1% | -32.7% | +17.6% | -1.0% |
| 6M | +51.7% | -25.2% | +76.9% | +64.5% |
| YTD | +200.0% | +36.2% | +163.7% | +149.9% |
| 1Y | +172.1% | +61.2% | +111.0% | +111.0% |
| 3Y | +431.2% | +58.7% | +372.5% | +284.1% |
| All | +635.6% | +142.3% | +493.2% | +299.3% |
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