+658.6%
ONTO vs DG
-9.6%
+668.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.7% | +6.0% |
| 7D | -1.0% | +8.4% | -9.4% | -2.0% |
| 30D | -2.9% | +4.9% | -7.8% | -3.5% |
| 3M | -2.5% | +29.3% | -31.8% | -6.4% |
| 6M | +28.2% | -11.3% | +39.5% | +30.1% |
| YTD | +69.8% | +1.8% | +68.0% | +68.5% |
| 1Y | +162.9% | +25.3% | +137.5% | +150.8% |
| 3Y | +95.9% | +9.1% | +86.9% | +88.1% |
| 5Y | +244.5% | -34.9% | +279.4% | +301.8% |
| All | +658.6% | -9.6% | +668.2% | +553.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling