+390.5%
ONTO vs DLTR
+14.1%
+376.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -4.9% | +16.0% | +12.3% |
| 7D | -14.0% | -2.0% | -12.0% | -13.9% |
| 30D | -43.1% | +12.8% | -55.8% | -45.3% |
| 3M | -35.5% | +1.1% | -36.6% | -36.6% |
| 6M | -41.1% | +35.9% | -77.0% | -47.7% |
| YTD | +9.8% | +6.6% | +3.2% | +4.6% |
| 1Y | +31.5% | +28.6% | +2.9% | +17.9% |
| 3Y | +45.2% | +14.0% | +31.1% | +29.6% |
| 5Y | +86.7% | +19.2% | +67.5% | +54.3% |
| All | +390.5% | +14.1% | +376.3% | +228.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling