-5.3%
DIS vs ONTO
+449.2%
-454.5%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +12.0% | -10.0% | 0.0% |
| 7D | +5.3% | +1.4% | +3.9% | +4.4% |
| 30D | +10.2% | -34.1% | +44.4% | +17.4% |
| 3M | +13.5% | -37.1% | +50.6% | +20.7% |
| 6M | +11.1% | -31.8% | +43.0% | +12.6% |
| YTD | +5.5% | +22.9% | -17.4% | -8.3% |
| 1Y | +9.1% | +39.5% | -30.4% | -8.3% |
| 3Y | +36.0% | +57.7% | -21.7% | -3.0% |
| 5Y | -29.8% | +115.8% | -145.7% | -58.1% |
| All | -5.3% | +449.2% | -454.5% | -65.7% |
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