+99.7%
ONTO vs DG
+9.1%
+90.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.7% | +6.3% |
| 7D | -1.0% | +8.4% | -9.4% | -0.1% |
| 30D | -2.9% | +4.9% | -7.8% | -2.3% |
| 3M | -2.5% | +29.3% | -31.8% | -0.2% |
| 6M | +28.2% | -11.3% | +39.5% | +28.2% |
| YTD | +69.8% | +1.8% | +68.0% | +71.6% |
| 1Y | +162.9% | +25.3% | +137.5% | +170.5% |
| All | +99.7% | +9.1% | +90.7% | +131.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 3y: compounded portfolio wealth divided by compounded DG 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…
3y analysis · Full analysis span regression · 6 months rolling