+43.1%
ONTO vs DLTR
+45.2%
-2.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +9.6% | -18.3% | -7.6% |
| 7D | -17.4% | +15.6% | -33.0% | -16.2% |
| 30D | -43.2% | +29.9% | -73.1% | -42.3% |
| 3M | -35.7% | +12.5% | -48.2% | -34.5% |
| 6M | -38.3% | +56.3% | -94.6% | -41.1% |
| YTD | +17.1% | +19.5% | -2.4% | +23.1% |
| 1Y | +43.1% | +44.0% | -0.9% | +33.6% |
| All | +43.1% | +45.2% | -2.1% | +33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 1y: compounded portfolio wealth divided by compounded DLTR 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…
1y analysis · Full analysis span regression · 6 months rolling