+67.1%
DUK vs ONTO
+696.1%
-629.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.5% | -0.1% |
| 7D | -0.7% | +4.9% | -5.6% | -0.8% |
| 30D | -2.4% | -16.6% | +14.2% | -2.0% |
| 3M | -3.0% | -7.3% | +4.3% | -3.1% |
| 6M | -6.6% | +45.9% | -52.5% | -8.6% |
| YTD | +4.6% | +78.2% | -73.6% | +1.2% |
| 1Y | +1.2% | +159.8% | -158.6% | -4.1% |
| 3Y | +45.7% | +123.4% | -77.8% | +31.6% |
| 5Y | +40.3% | +265.8% | -225.5% | +12.3% |
| All | +67.1% | +696.1% | -629.0% | -9.0% |
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