+186.5%
DHI vs ONTO
+696.1%
-509.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.6% | -2.9% | +0.6% |
| 7D | -3.4% | +4.9% | -8.3% | -4.6% |
| 30D | -5.4% | -16.6% | +11.2% | -1.8% |
| 3M | -10.4% | -7.3% | -3.1% | -11.7% |
| 6M | -2.8% | +45.9% | -48.7% | -15.7% |
| YTD | -3.4% | +78.2% | -81.6% | -21.3% |
| 1Y | -22.9% | +159.8% | -182.7% | -44.0% |
| 3Y | +20.7% | +123.4% | -102.7% | -21.4% |
| 5Y | +62.1% | +265.8% | -203.7% | -18.3% |
| All | +186.5% | +696.1% | -509.6% | -8.4% |
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