+1,106.2%
DELL vs ONTO
+268.0%
+838.2%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.6% |
| 7D | +8.7% | +9.4% | -0.6% | +4.9% |
| 30D | +16.9% | -4.4% | +21.3% | +18.2% |
| 3M | +40.4% | +1.6% | +38.8% | +35.8% |
| 6M | +267.1% | +45.3% | +221.8% | +203.2% |
| YTD | +329.1% | +76.4% | +252.7% | +223.3% |
| 1Y | +346.9% | +167.2% | +179.8% | +178.7% |
| 3Y | +696.6% | +116.6% | +580.1% | +409.6% |
| 5Y | +1,106.2% | +263.7% | +842.5% | +481.1% |
| All | +1,106.2% | +268.0% | +838.2% | +481.1% |
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