+37.5%
ONTO vs DLTR
+29.7%
+7.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.6% | +7.3% | +12.3% |
| 7D | +1.4% | -1.0% | +2.4% | +1.8% |
| 30D | -34.1% | +15.7% | -49.8% | -33.1% |
| 3M | -37.1% | +4.8% | -41.9% | -36.0% |
| 6M | -31.8% | +45.6% | -77.5% | -34.3% |
| YTD | +22.9% | +11.6% | +11.4% | +29.1% |
| All | +37.5% | +29.7% | +7.9% | +39.5% |
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