+118.9%
DIA vs ONTO
+688.0%
-569.1%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.2% | -0.6% |
| 7D | -1.2% | +9.4% | -10.6% | -2.8% |
| 30D | -2.7% | -4.4% | +1.8% | -2.4% |
| 3M | +3.3% | +1.6% | +1.7% | +0.5% |
| 6M | +10.4% | +45.3% | -34.8% | -0.5% |
| YTD | +10.0% | +76.4% | -66.4% | -5.1% |
| 1Y | +16.2% | +167.2% | -151.0% | -8.5% |
| 3Y | +58.7% | +116.6% | -57.8% | +18.0% |
| 5Y | +63.6% | +263.7% | -200.2% | -1.5% |
| All | +118.9% | +688.0% | -569.1% | -13.2% |
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 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