+39.9%
DLR vs ONON
-24.2%
+64.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.3% | -5.3% | +4.0% | -0.6% |
| 30D | -2.9% | -13.1% | +10.3% | -1.0% |
| 3M | +3.2% | -29.3% | +32.6% | +7.5% |
| 6M | +3.9% | -34.5% | +38.4% | +8.9% |
| YTD | +21.4% | -42.2% | +63.7% | +29.2% |
| 1Y | +9.7% | -37.3% | +47.0% | +14.8% |
| 3Y | +56.5% | -9.3% | +65.8% | +52.5% |
| All | +39.9% | -24.2% | +64.0% | +29.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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