+658.6%
ONTO vs DRI
+133.4%
+525.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.4% |
| 7D | -1.0% | +0.6% | -1.6% | -1.3% |
| 30D | -2.9% | +3.8% | -6.7% | -4.7% |
| 3M | -2.5% | +13.0% | -15.5% | -8.9% |
| 6M | +28.2% | +8.3% | +19.9% | +21.9% |
| YTD | +69.8% | +20.6% | +49.2% | +53.0% |
| 1Y | +162.9% | +6.5% | +156.4% | +149.8% |
| 3Y | +95.9% | +53.7% | +42.2% | +52.8% |
| 5Y | +244.5% | +72.7% | +171.8% | +153.1% |
| All | +658.6% | +133.4% | +525.2% | +356.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling