+203.9%
DOCN vs ONTO
+45.4%
+158.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.1% | -8.6% | -2.4% |
| 7D | -19.2% | -14.0% | -5.1% | -13.5% |
| 30D | -43.1% | -43.1% | 0.0% | -27.0% |
| 3M | -40.7% | -35.5% | -5.2% | -28.7% |
| 6M | -55.0% | -41.1% | -13.9% | -44.6% |
| YTD | +50.6% | +9.8% | +40.9% | +42.3% |
| 1Y | +54.0% | +31.5% | +22.4% | +35.4% |
| 3Y | +203.9% | +45.2% | +158.7% | +144.6% |
| All | +203.9% | +45.4% | +158.5% | +144.6% |
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 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