+130.7%
ONTO vs DAR
-27.0%
+157.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -3.3% |
| 7D | +17.5% | +11.6% | +6.0% | +13.3% |
| 30D | -15.7% | -10.2% | -5.4% | -12.4% |
| 3M | -39.7% | -14.8% | -24.9% | -36.6% |
| 6M | -26.5% | -10.1% | -16.4% | -24.5% |
| YTD | +29.0% | +55.5% | -26.5% | +8.5% |
| 1Y | +57.0% | +61.7% | -4.7% | +29.8% |
| 3Y | +50.0% | +37.2% | +12.8% | +23.4% |
| All | +130.7% | -27.0% | +157.7% | +145.1% |
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