+390.5%
ONTO vs DRI
+145.6%
+244.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.0% | +12.1% | +11.5% |
| 7D | -14.0% | +2.8% | -16.8% | -15.4% |
| 30D | -43.1% | +13.3% | -56.3% | -46.5% |
| 3M | -35.5% | +8.2% | -43.7% | -38.5% |
| 6M | -41.1% | +17.5% | -58.6% | -46.6% |
| YTD | +9.8% | +26.9% | -17.1% | -4.3% |
| 1Y | +31.5% | +31.6% | 0.0% | +12.4% |
| 3Y | +45.2% | +67.0% | -21.8% | +8.1% |
| 5Y | +86.7% | +72.9% | +13.8% | +35.6% |
| All | +390.5% | +145.6% | +244.9% | +185.2% |
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