+66.4%
DOCN vs ONTO
+159.2%
-92.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -15.6% | -0.3% | -7.9% |
| 7D | -29.3% | -29.7% | +0.4% | -15.1% |
| 30D | -46.0% | -50.3% | +4.2% | -22.7% |
| 3M | -43.2% | -43.5% | +0.3% | -25.0% |
| 6M | -53.7% | -48.9% | -4.9% | -37.2% |
| YTD | +46.9% | -1.2% | +48.1% | +39.8% |
| 1Y | +54.3% | +14.9% | +39.4% | +35.6% |
| 3Y | +185.5% | +31.2% | +154.3% | +87.2% |
| 5Y | -31.1% | +68.1% | -99.2% | -64.8% |
| All | +66.4% | +159.2% | -92.9% | -29.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling