+390.5%
ONTO vs DTE
+56.9%
+333.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.2% | +10.9% | +11.0% |
| 7D | -14.0% | -0.3% | -13.7% | -13.9% |
| 30D | -43.1% | +6.2% | -49.2% | -44.5% |
| 3M | -35.5% | -2.6% | -32.9% | -34.9% |
| 6M | -41.1% | -3.5% | -37.5% | -40.8% |
| YTD | +9.8% | +7.4% | +2.4% | +5.1% |
| 1Y | +31.5% | +4.2% | +27.3% | +27.4% |
| 3Y | +45.2% | +51.7% | -6.6% | +12.6% |
| 5Y | +86.7% | +39.7% | +47.0% | +46.1% |
| All | +390.5% | +56.9% | +333.5% | +245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DTE.
Daily Out/Under-Performance
Portfolio return minus DTE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DTE 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 DTE 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