+4.9%
DHR vs ONTO
+156.1%
-151.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.4% | +1.3% | -2.1% |
| 7D | -5.0% | +6.5% | -11.5% | -5.0% |
| 30D | -3.3% | -15.9% | +12.6% | -3.3% |
| 3M | +9.4% | -0.2% | +9.6% | +8.0% |
| 6M | +3.2% | +38.7% | -35.6% | -2.8% |
| YTD | -12.0% | +70.4% | -82.4% | -18.9% |
| 1Y | +4.9% | +153.6% | -148.7% | -8.2% |
| All | +4.9% | +156.1% | -151.2% | -8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling