+75.5%
DLR vs ONTO
+493.5%
-418.0%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.5% | +3.8% | +1.7% |
| 7D | +5.0% | +34.4% | -29.4% | -0.2% |
| 30D | +3.0% | -20.4% | +23.4% | +6.1% |
| 3M | -6.3% | -37.8% | +31.6% | +0.1% |
| 6M | -4.8% | -24.6% | +19.8% | -3.7% |
| YTD | +21.0% | +32.8% | -11.8% | +9.8% |
| 1Y | +15.1% | +54.7% | -39.6% | +1.5% |
| 3Y | +56.0% | +54.7% | +1.3% | +29.0% |
| 5Y | +39.1% | +134.0% | -94.9% | +2.2% |
| All | +75.5% | +493.5% | -418.0% | -2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling