+493.5%
ONTO vs DLTR
+22.9%
+470.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.1% | -1.4% | -2.2% |
| 7D | +34.4% | +2.4% | +32.0% | +33.6% |
| 30D | -20.4% | +21.5% | -41.9% | -24.8% |
| 3M | -37.8% | +9.8% | -47.7% | -40.0% |
| 6M | -24.6% | +58.6% | -83.2% | -35.7% |
| YTD | +32.8% | +14.8% | +18.0% | +24.4% |
| 1Y | +54.7% | +33.0% | +21.7% | +38.0% |
| 3Y | +54.7% | +23.8% | +30.8% | +35.3% |
| 5Y | +134.0% | +24.9% | +109.1% | +92.5% |
| All | +493.5% | +22.9% | +470.5% | +290.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling