+252.4%
DINO vs ONTO
+124.4%
+128.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.4% |
| 7D | +5.7% | +17.5% | -11.8% | +3.7% |
| 30D | -19.6% | -15.7% | -3.9% | -18.5% |
| 3M | +11.8% | -39.7% | +51.5% | +17.0% |
| 6M | +49.0% | -26.5% | +75.4% | +49.5% |
| YTD | +128.1% | +29.0% | +99.1% | +108.1% |
| 1Y | +96.3% | +57.0% | +39.3% | +73.2% |
| 3Y | +113.8% | +50.0% | +63.8% | +75.9% |
| All | +252.4% | +124.4% | +128.0% | +140.1% |
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 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