+134.4%
DINO vs ONTO
+696.1%
-561.7%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.8% |
| 7D | +2.3% | +4.9% | -2.6% | +1.3% |
| 30D | +22.6% | -16.6% | +39.3% | +26.4% |
| 3M | +55.2% | -7.3% | +62.6% | +53.2% |
| 6M | +93.8% | +45.9% | +47.8% | +70.2% |
| YTD | +139.5% | +78.2% | +61.3% | +98.8% |
| 1Y | +115.3% | +159.8% | -44.5% | +61.2% |
| 3Y | +98.8% | +123.4% | -24.6% | +36.8% |
| 5Y | +333.5% | +265.8% | +67.7% | +130.0% |
| All | +134.4% | +696.1% | -561.7% | -16.1% |
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