+56.9%
DLR vs ONTO
+104.0%
-47.1%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.8% | -0.5% |
| 7D | +1.6% | -1.0% | +2.6% | +1.7% |
| 30D | -3.4% | -2.9% | -0.5% | -3.3% |
| 3M | +0.5% | -2.5% | +3.0% | -1.3% |
| 6M | +4.6% | +28.2% | -23.7% | -2.3% |
| YTD | +23.4% | +69.8% | -46.4% | +10.1% |
| 1Y | +19.0% | +162.9% | -143.9% | -1.4% |
| All | +56.9% | +104.0% | -47.1% | +25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling