+84.2%
DOCN vs ONTO
+222.4%
-138.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | +12.0% | -4.0% | +1.9% |
| 7D | -12.8% | +1.4% | -14.2% | -13.4% |
| 30D | -41.9% | -34.1% | -7.8% | -28.1% |
| 3M | -36.9% | -37.1% | +0.1% | -21.1% |
| 6M | -52.2% | -31.8% | -20.4% | -44.2% |
| YTD | +62.7% | +22.9% | +39.8% | +38.0% |
| 1Y | +58.2% | +39.5% | +18.7% | +25.5% |
| 3Y | +219.5% | +57.7% | +161.8% | +91.0% |
| 5Y | -32.9% | +115.8% | -148.7% | -69.7% |
| All | +84.2% | +222.4% | -138.2% | -30.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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