-6.0%
DHR vs ONTO
+113.5%
-119.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | -2.4% | +9.4% | -11.8% | -3.2% |
| 30D | -2.2% | -4.4% | +2.3% | -2.0% |
| 3M | +9.0% | +1.6% | +7.4% | +6.7% |
| 6M | +3.5% | +45.3% | -41.8% | -4.3% |
| YTD | -10.1% | +76.4% | -86.5% | -19.5% |
| 1Y | +6.2% | +167.2% | -161.0% | -11.0% |
| All | -6.0% | +113.5% | -119.5% | -24.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling