+68.1%
ONTO vs DAR
-40.1%
+108.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.1% | -12.5% | -14.6% |
| 7D | -29.7% | -8.1% | -21.6% | -27.5% |
| 30D | -50.3% | -17.1% | -33.2% | -47.0% |
| 3M | -43.5% | -12.3% | -31.2% | -41.5% |
| 6M | -48.9% | -21.8% | -27.0% | -44.9% |
| YTD | -1.2% | +40.8% | -42.0% | -14.1% |
| 1Y | +14.9% | +57.4% | -42.5% | -4.4% |
| 3Y | +31.2% | +12.1% | +19.1% | +16.5% |
| 5Y | +68.1% | -40.2% | +108.3% | +83.9% |
| All | +68.1% | -40.1% | +108.2% | +83.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling