+57.7%
ONTO vs DGX
+106.2%
-48.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.4% | +12.2% |
| 7D | +1.4% | +3.5% | -2.2% | +2.0% |
| 30D | -34.1% | +12.4% | -46.5% | -32.8% |
| 3M | -37.1% | +9.3% | -46.4% | -36.0% |
| 6M | -31.8% | +39.7% | -71.5% | -29.2% |
| YTD | +22.9% | +52.2% | -29.2% | +28.8% |
| 1Y | +39.5% | +47.1% | -7.6% | +45.7% |
| 3Y | +57.7% | +108.8% | -51.1% | +67.6% |
| All | +57.7% | +106.2% | -48.6% | +67.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling