+103.1%
DOCN vs ONTO
+238.4%
-135.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -2.9% | -1.3% | -2.7% |
| 7D | +19.1% | +17.5% | +1.6% | +9.7% |
| 30D | -21.0% | -15.7% | -5.4% | -13.7% |
| 3M | -34.7% | -39.7% | +5.0% | -16.0% |
| 6M | -45.8% | -26.5% | -19.3% | -39.0% |
| YTD | +79.4% | +29.0% | +50.4% | +48.5% |
| 1Y | +91.0% | +57.0% | +34.1% | +42.8% |
| 3Y | +237.5% | +50.0% | +187.5% | +110.5% |
| 5Y | -30.4% | +127.3% | -157.7% | -69.4% |
| All | +103.1% | +238.4% | -135.2% | -25.3% |
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