+341.5%
ONTO vs DG
-5.8%
+347.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.6% | -13.0% | -15.4% |
| 7D | -29.7% | +6.1% | -35.8% | -30.1% |
| 30D | -50.3% | +11.9% | -62.2% | -50.9% |
| 3M | -43.5% | +9.3% | -52.7% | -44.2% |
| 6M | -48.9% | +19.1% | -68.0% | -50.4% |
| YTD | -1.2% | +5.9% | -7.1% | -2.6% |
| 1Y | +14.9% | +39.8% | -24.9% | +7.8% |
| 3Y | +31.2% | +23.4% | +7.8% | +21.2% |
| 5Y | +68.1% | -33.3% | +101.4% | +97.3% |
| All | +341.5% | -5.8% | +347.4% | +277.8% |
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