+508.7%
ONTO vs DRI
+148.4%
+360.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.1% | +8.8% | +8.8% |
| 7D | +16.4% | -0.7% | +17.1% | +16.8% |
| 30D | -21.4% | +14.7% | -36.1% | -26.5% |
| 3M | -32.7% | +5.4% | -38.2% | -35.1% |
| 6M | -25.2% | +18.8% | -44.0% | -32.5% |
| YTD | +36.2% | +28.4% | +7.9% | +18.2% |
| 1Y | +61.2% | +37.7% | +23.5% | +35.0% |
| 3Y | +58.7% | +68.0% | -9.3% | +17.9% |
| 5Y | +143.6% | +78.8% | +64.8% | +74.4% |
| All | +508.7% | +148.4% | +360.3% | +252.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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