+38.2%
DXCM vs ONTO
+53.2%
-15.0%
-22.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.9% | -8.3% | +0.6% |
| 7D | -9.2% | +16.4% | -25.6% | -8.9% |
| 30D | -6.5% | -21.4% | +15.0% | -6.2% |
| 3M | -10.3% | -32.7% | +22.5% | -9.8% |
| 6M | +35.4% | -25.2% | +60.6% | +32.8% |
| YTD | +21.1% | +36.2% | -15.2% | +6.8% |
| 1Y | +38.2% | +61.2% | -22.9% | +18.0% |
| All | +38.2% | +53.2% | -15.0% | +18.0% |
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 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