+695.7%
ONTO vs DVA
+210.8%
+484.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.1% | +7.0% | +5.4% |
| 7D | +9.7% | +2.2% | +7.4% | +9.1% |
| 30D | -8.8% | -2.0% | -6.8% | -8.6% |
| 3M | +4.5% | -6.3% | +10.8% | +5.0% |
| 6M | +56.4% | +19.4% | +37.0% | +46.8% |
| YTD | +78.1% | +58.5% | +19.6% | +52.6% |
| 1Y | +171.3% | +33.9% | +137.4% | +143.6% |
| 3Y | +118.7% | +88.4% | +30.2% | +68.8% |
| 5Y | +269.4% | +39.5% | +229.9% | +216.0% |
| All | +695.7% | +210.8% | +484.9% | +362.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DVA.
Daily Out/Under-Performance
Portfolio return minus DVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DVA 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 DVA 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