+508.7%
ONTO vs DGX
+193.8%
+314.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.9% |
| 7D | +16.4% | +1.2% | +15.2% | +16.0% |
| 30D | -21.4% | +11.2% | -32.6% | -24.4% |
| 3M | -32.7% | +9.3% | -42.1% | -35.2% |
| 6M | -25.2% | +37.4% | -62.6% | -34.6% |
| YTD | +36.2% | +51.6% | -15.3% | +13.7% |
| 1Y | +61.2% | +39.3% | +21.9% | +39.1% |
| 3Y | +58.7% | +106.1% | -47.5% | +8.6% |
| 5Y | +143.6% | +92.2% | +51.4% | +69.0% |
| All | +508.7% | +193.8% | +314.9% | +205.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling