+108.7%
ONTO vs DLTR
+11.8%
+97.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +6.1% |
| 7D | -1.0% | +2.5% | -3.5% | -1.3% |
| 30D | -2.9% | +2.1% | -5.0% | -3.2% |
| 3M | -2.5% | +20.3% | -22.7% | -5.6% |
| 6M | +28.2% | +11.5% | +16.7% | +25.5% |
| YTD | +69.8% | +6.8% | +62.9% | +67.4% |
| 1Y | +162.9% | +31.1% | +131.8% | +149.4% |
| All | +108.7% | +11.8% | +97.0% | +99.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling