+658.6%
ONTO vs DAR
+241.8%
+416.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.5% |
| 7D | -1.0% | +1.4% | -2.4% | -1.8% |
| 30D | -2.9% | +12.8% | -15.7% | -9.0% |
| 3M | -2.5% | +7.4% | -9.8% | -6.5% |
| 6M | +28.2% | +22.3% | +5.9% | +14.8% |
| YTD | +69.8% | +81.1% | -11.3% | +26.5% |
| 1Y | +162.9% | +106.5% | +56.4% | +81.8% |
| 3Y | +95.9% | +5.3% | +90.6% | +76.4% |
| 5Y | +244.5% | -11.5% | +256.0% | +222.7% |
| All | +658.6% | +241.8% | +416.7% | +137.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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