+45.6%
DUK vs ONTO
+106.2%
-60.6%
-11.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -1.1% |
| 7D | -1.7% | +6.5% | -8.2% | -1.3% |
| 30D | -2.2% | -15.9% | +13.7% | -3.1% |
| 3M | -3.7% | -0.2% | -3.5% | -3.0% |
| 6M | -6.3% | +38.7% | -45.1% | -3.5% |
| YTD | +4.5% | +70.4% | -65.8% | +9.3% |
| 1Y | +1.8% | +153.6% | -151.8% | +9.4% |
| All | +45.6% | +106.2% | -60.6% | +49.7% |
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