+119.8%
DXCM vs ONTO
+476.3%
-356.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.9% | +5.3% | +3.0% |
| 7D | +4.9% | +17.5% | -12.6% | +1.4% |
| 30D | -0.2% | -15.7% | +15.5% | +2.0% |
| 3M | -8.9% | -39.7% | +30.8% | -1.1% |
| 6M | +42.3% | -26.5% | +68.8% | +42.0% |
| YTD | +25.6% | +29.0% | -3.4% | +6.5% |
| 1Y | +39.5% | +57.0% | -17.4% | +12.1% |
| 3Y | -15.3% | +50.0% | -65.3% | -39.2% |
| 5Y | -48.4% | +127.3% | -175.7% | -69.9% |
| All | +119.8% | +476.3% | -356.5% | -10.4% |
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