+130.7%
ONTO vs DLTR
+12.1%
+118.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.3% | -0.6% | -2.5% |
| 7D | +17.5% | +5.3% | +12.2% | +16.6% |
| 30D | -15.7% | +13.4% | -29.1% | -17.7% |
| 3M | -39.7% | +6.6% | -46.3% | -40.8% |
| 6M | -26.5% | +59.1% | -85.6% | -34.7% |
| YTD | +29.0% | +12.3% | +16.7% | +24.2% |
| 1Y | +57.0% | +33.9% | +23.1% | +44.5% |
| 3Y | +50.0% | +23.0% | +27.0% | +37.2% |
| All | +130.7% | +12.1% | +118.6% | +113.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling