+328.7%
DINO vs ONTO
+268.0%
+60.8%
-57.4%
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% | 0.0% |
| 7D | +2.0% | +9.4% | -7.4% | +0.9% |
| 30D | +27.7% | -4.4% | +32.1% | +28.0% |
| 3M | +56.3% | +1.6% | +54.7% | +53.0% |
| 6M | +107.6% | +45.3% | +62.3% | +91.3% |
| YTD | +140.2% | +76.4% | +63.8% | +113.4% |
| 1Y | +113.0% | +167.2% | -54.2% | +75.6% |
| 3Y | +100.1% | +116.6% | -16.5% | +58.2% |
| 5Y | +328.7% | +263.7% | +65.0% | +180.4% |
| All | +328.7% | +268.0% | +60.8% | +180.4% |
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