+324.3%
DOCN vs ONTO
+97.2%
+227.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.4% | +0.2% |
| 7D | +1.1% | -1.0% | +2.2% | +1.5% |
| 30D | -9.6% | -2.9% | -6.7% | -9.3% |
| 3M | -37.7% | -2.5% | -35.2% | -38.3% |
| 6M | +115.2% | +28.2% | +87.0% | +87.8% |
| YTD | +133.7% | +69.8% | +64.0% | +81.8% |
| 1Y | +250.2% | +162.9% | +87.3% | +128.3% |
| All | +324.3% | +97.2% | +227.0% | +157.0% |
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