+2,106.6%
DELL vs ONTO
+658.6%
+1,448.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.2% | -4.7% | -0.9% |
| 7D | +14.9% | -1.0% | +15.9% | +15.3% |
| 30D | +13.3% | -2.9% | +16.2% | +13.3% |
| 3M | +24.4% | -2.5% | +26.9% | +22.2% |
| 6M | +258.0% | +28.2% | +229.8% | +209.3% |
| YTD | +320.2% | +69.8% | +250.4% | +221.3% |
| 1Y | +319.1% | +162.9% | +156.2% | +163.2% |
| 3Y | +706.5% | +95.9% | +610.6% | +432.3% |
| 5Y | +1,071.9% | +244.5% | +827.4% | +472.9% |
| All | +2,106.6% | +658.6% | +1,448.0% | +570.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling