+9.7%
DLR vs ONTO
+156.1%
-146.4%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.4% | +1.4% | -1.6% |
| 7D | -1.3% | +6.5% | -7.8% | -2.0% |
| 30D | -2.9% | -15.9% | +13.1% | -1.1% |
| 3M | +3.2% | -0.2% | +3.4% | +0.7% |
| 6M | +3.9% | +38.7% | -34.9% | -4.6% |
| YTD | +21.4% | +70.4% | -48.9% | +7.8% |
| 1Y | +9.7% | +153.6% | -143.9% | -7.4% |
| All | +9.7% | +156.1% | -146.4% | -7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling