+233.8%
DVN vs ONTO
+696.1%
-462.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.6% | -4.2% | -0.8% |
| 7D | +4.5% | +4.9% | -0.4% | +3.1% |
| 30D | +12.0% | -16.6% | +28.6% | +16.6% |
| 3M | +13.4% | -7.3% | +20.7% | +10.9% |
| 6M | +12.1% | +45.9% | -33.8% | -7.0% |
| YTD | +38.8% | +78.2% | -39.3% | +6.1% |
| 1Y | +46.0% | +159.8% | -113.8% | -3.7% |
| 3Y | +9.5% | +123.4% | -113.9% | -37.1% |
| 5Y | +125.3% | +265.8% | -140.5% | -12.6% |
| All | +233.8% | +696.1% | -462.3% | -31.7% |
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 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