-27.9%
DHR vs ONTO
+268.0%
-295.9%
-43.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | -0.1% |
| 7D | -2.4% | +9.4% | -11.8% | -3.6% |
| 30D | -2.2% | -4.4% | +2.3% | -2.0% |
| 3M | +9.0% | +1.6% | +7.4% | +6.0% |
| 6M | +3.5% | +45.3% | -41.8% | -6.4% |
| YTD | -10.1% | +76.4% | -86.5% | -22.0% |
| 1Y | +6.2% | +167.2% | -161.0% | -15.2% |
| 3Y | -5.4% | +116.6% | -121.9% | -28.6% |
| 5Y | -27.9% | +263.7% | -291.6% | -53.9% |
| All | -27.9% | +268.0% | -295.9% | -53.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling