+390.5%
ONTO vs DAR
+163.2%
+227.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.0% | +12.1% | +11.5% |
| 7D | -14.0% | -9.9% | -4.1% | -9.7% |
| 30D | -43.1% | -16.4% | -26.7% | -38.3% |
| 3M | -35.5% | -17.1% | -18.5% | -30.6% |
| 6M | -41.1% | -20.5% | -20.6% | -35.5% |
| YTD | +9.8% | +39.4% | -29.6% | -8.2% |
| 1Y | +31.5% | +57.2% | -25.7% | +3.2% |
| 3Y | +45.2% | +13.9% | +31.3% | +22.8% |
| 5Y | +86.7% | -40.8% | +127.5% | +114.8% |
| All | +390.5% | +163.2% | +227.3% | +72.5% |
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