+118.7%
ONTO vs DGX
+96.8%
+21.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.7% | +5.6% | +4.8% |
| 7D | +9.7% | -0.3% | +10.0% | +9.6% |
| 30D | -8.8% | -1.2% | -7.6% | -8.9% |
| 3M | +4.5% | +19.9% | -15.4% | +6.3% |
| 6M | +56.4% | +19.2% | +37.2% | +59.2% |
| YTD | +78.1% | +37.5% | +40.6% | +82.9% |
| 1Y | +171.3% | +31.3% | +140.0% | +177.5% |
| 3Y | +118.7% | +96.6% | +22.0% | +143.5% |
| All | +118.7% | +96.8% | +21.8% | +143.5% |
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