+77.5%
DHR vs ONTO
+658.6%
-581.1%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.2% | -7.8% | -2.5% |
| 7D | -3.9% | -1.0% | -2.9% | -3.8% |
| 30D | +4.0% | -2.9% | +6.9% | +3.8% |
| 3M | +11.5% | -2.5% | +13.9% | +8.8% |
| 6M | +1.9% | +28.2% | -26.4% | -6.5% |
| YTD | -8.9% | +69.8% | -78.7% | -21.1% |
| 1Y | +5.1% | +162.9% | -157.8% | -17.0% |
| 3Y | -10.3% | +95.9% | -106.2% | -30.9% |
| 5Y | -27.8% | +244.5% | -272.3% | -53.2% |
| All | +77.5% | +658.6% | -581.1% | -12.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling