+43.1%
ONTO vs DGX
+45.0%
-1.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.5% | -12.2% | -7.4% |
| 7D | -17.4% | +4.1% | -21.5% | -16.1% |
| 30D | -43.2% | +10.5% | -53.7% | -41.2% |
| 3M | -35.7% | +9.8% | -45.5% | -33.5% |
| 6M | -38.3% | +34.6% | -72.9% | -34.4% |
| YTD | +17.1% | +49.8% | -32.7% | +26.4% |
| 1Y | +43.1% | +46.0% | -2.9% | +54.4% |
| All | +43.1% | +45.0% | -1.8% | +54.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DGX.
Daily Out/Under-Performance
Portfolio return minus DGX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DGX 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 1y: compounded portfolio wealth divided by compounded DGX 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…
1y analysis · Full analysis span regression · 6 months rolling