+196.4%
DOCN vs ONTO
+30.9%
+165.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -15.6% | -0.3% | -8.9% |
| 7D | -29.3% | -29.7% | +0.4% | -17.0% |
| 30D | -46.0% | -50.3% | +4.2% | -26.4% |
| 3M | -43.2% | -43.5% | +0.3% | -27.5% |
| 6M | -53.7% | -48.9% | -4.9% | -39.3% |
| YTD | +46.9% | -1.2% | +48.1% | +45.8% |
| 1Y | +54.3% | +14.9% | +39.4% | +44.2% |
| All | +196.4% | +30.9% | +165.6% | +150.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling