+71.4%
DHR vs ONTO
+661.2%
-589.8%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -1.6% |
| 7D | -5.0% | +6.5% | -11.5% | -5.9% |
| 30D | -3.3% | -15.9% | +12.6% | -1.1% |
| 3M | +9.4% | -0.2% | +9.6% | +6.4% |
| 6M | +3.2% | +38.7% | -35.6% | -6.6% |
| YTD | -12.0% | +70.4% | -82.4% | -23.9% |
| 1Y | +4.9% | +153.6% | -148.7% | -16.6% |
| 3Y | -7.4% | +109.2% | -116.5% | -29.7% |
| 5Y | -29.8% | +249.7% | -279.5% | -54.6% |
| All | +71.4% | +661.2% | -589.8% | -15.1% |
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 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