+8.4%
DXCM vs ONTO
+167.3%
-158.9%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +4.9% | -8.7% | -3.9% |
| 7D | -6.2% | +9.7% | -15.9% | -6.3% |
| 30D | -0.3% | -8.8% | +8.6% | -0.2% |
| 3M | +10.3% | +4.5% | +5.8% | +7.9% |
| 6M | +24.1% | +56.4% | -32.3% | +15.8% |
| YTD | +27.4% | +78.1% | -50.7% | +17.9% |
| 1Y | +8.4% | +171.3% | -162.9% | -4.1% |
| All | +8.4% | +167.3% | -158.9% | -4.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling