+57.7%
ONTO vs DG
+21.7%
+36.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.2% | +9.8% | +12.3% |
| 7D | +1.4% | +0.7% | +0.7% | +1.7% |
| 30D | -34.1% | +7.4% | -41.5% | -33.1% |
| 3M | -37.1% | +8.5% | -45.6% | -35.8% |
| 6M | -31.8% | +21.9% | -53.7% | -29.8% |
| YTD | +22.9% | +4.9% | +18.0% | +25.8% |
| 1Y | +39.5% | +40.4% | -0.9% | +46.3% |
| 3Y | +57.7% | +23.5% | +34.2% | +77.5% |
| All | +57.7% | +21.7% | +36.0% | +77.5% |
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