+72.1%
DLR vs ONTO
+476.3%
-404.2%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.9% | +1.0% | -1.4% |
| 7D | +3.3% | +17.5% | -14.2% | +0.5% |
| 30D | +4.6% | -15.7% | +20.2% | +6.8% |
| 3M | -8.3% | -39.7% | +31.4% | -1.6% |
| 6M | -5.6% | -26.5% | +20.9% | -4.1% |
| YTD | +18.7% | +29.0% | -10.3% | +8.2% |
| 1Y | +17.1% | +57.0% | -39.9% | +3.0% |
| 3Y | +54.4% | +50.0% | +4.4% | +28.3% |
| 5Y | +36.5% | +127.3% | -90.8% | +0.8% |
| All | +72.1% | +476.3% | -404.2% | -3.6% |
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