+390.5%
ONTO vs DG
-8.7%
+399.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.1% | +14.2% | +11.3% |
| 7D | -14.0% | +1.1% | -15.1% | -14.2% |
| 30D | -43.1% | +9.5% | -52.6% | -43.8% |
| 3M | -35.5% | +5.5% | -41.0% | -36.2% |
| 6M | -41.1% | +16.1% | -57.2% | -42.8% |
| YTD | +9.8% | +2.7% | +7.1% | +8.5% |
| 1Y | +31.5% | +42.1% | -10.6% | +22.6% |
| 3Y | +45.2% | +19.3% | +25.9% | +34.6% |
| 5Y | +86.7% | -35.3% | +122.0% | +119.6% |
| All | +390.5% | -8.7% | +399.2% | +320.6% |
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