+238.0%
ONTO vs DAR
-11.0%
+249.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.4% |
| 7D | -1.0% | +1.4% | -2.4% | -1.6% |
| 30D | -2.9% | +12.8% | -15.7% | -7.6% |
| 3M | -2.5% | +7.4% | -9.8% | -5.5% |
| 6M | +28.2% | +22.3% | +5.9% | +17.9% |
| YTD | +69.8% | +81.1% | -11.3% | +35.4% |
| 1Y | +162.9% | +106.5% | +56.4% | +98.1% |
| 3Y | +95.9% | +5.3% | +90.6% | +83.0% |
| All | +238.0% | -11.0% | +249.0% | +234.1% |
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