+658.6%
ONTO vs DGX
+168.3%
+490.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.1% | +6.5% |
| 7D | -1.0% | -2.3% | +1.3% | -0.2% |
| 30D | -2.9% | +0.6% | -3.4% | -3.2% |
| 3M | -2.5% | +21.4% | -23.9% | -10.3% |
| 6M | +28.2% | +14.7% | +13.5% | +20.5% |
| YTD | +69.8% | +38.4% | +31.3% | +46.9% |
| 1Y | +162.9% | +34.0% | +128.9% | +128.8% |
| 3Y | +95.9% | +92.7% | +3.3% | +36.9% |
| 5Y | +244.5% | +67.7% | +176.8% | +154.5% |
| All | +658.6% | +168.3% | +490.3% | +294.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling