-48.9%
ONTO vs DRI
+21.0%
-69.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.8% | -14.8% | -16.1% |
| 7D | -29.7% | +3.7% | -33.4% | -27.8% |
| 30D | -50.3% | +13.5% | -63.8% | -46.4% |
| 3M | -43.5% | +10.4% | -53.9% | -38.4% |
| 6M | -48.9% | +19.5% | -68.3% | -42.9% |
| All | -48.9% | +21.0% | -69.8% | -42.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling