+449.2%
ONTO vs DGX
+194.9%
+254.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DGX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.4% | +11.4% |
| 7D | +1.4% | +3.5% | -2.2% | +0.1% |
| 30D | -34.1% | +12.4% | -46.5% | -36.9% |
| 3M | -37.1% | +9.3% | -46.4% | -39.3% |
| 6M | -31.8% | +39.7% | -71.5% | -40.8% |
| YTD | +22.9% | +52.2% | -29.2% | +2.4% |
| 1Y | +39.5% | +47.1% | -7.6% | +17.5% |
| 3Y | +57.7% | +108.8% | -51.1% | +7.2% |
| 5Y | +115.8% | +101.4% | +14.5% | +45.4% |
| All | +449.2% | +194.9% | +254.3% | +175.2% |
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