+449.2%
ONTO vs DTE
+60.7%
+388.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DTE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.4% | +9.6% | +11.0% |
| 7D | +1.4% | +1.8% | -0.5% | +0.8% |
| 30D | -34.1% | +9.0% | -43.1% | -36.4% |
| 3M | -37.1% | -0.2% | -36.9% | -37.1% |
| 6M | -31.8% | +0.1% | -31.9% | -32.4% |
| YTD | +22.9% | +10.0% | +13.0% | +16.7% |
| 1Y | +39.5% | +4.7% | +34.9% | +35.1% |
| 3Y | +57.7% | +55.7% | +2.0% | +21.2% |
| 5Y | +115.8% | +45.1% | +70.7% | +65.9% |
| All | +449.2% | +60.7% | +388.5% | +283.9% |
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