+164.6%
DOCN vs ONTO
+345.3%
-180.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.2% | -3.4% | -0.2% |
| 7D | +1.1% | -1.0% | +2.2% | +1.6% |
| 30D | -9.6% | -2.9% | -6.7% | -9.5% |
| 3M | -37.7% | -2.5% | -35.2% | -38.9% |
| 6M | +115.2% | +28.2% | +87.0% | +79.9% |
| YTD | +133.7% | +69.8% | +64.0% | +68.6% |
| 1Y | +250.2% | +162.9% | +87.3% | +100.3% |
| 3Y | +320.3% | +95.9% | +224.3% | +127.3% |
| 5Y | +53.1% | +244.5% | -191.4% | -44.7% |
| All | +164.6% | +345.3% | -180.7% | -15.2% |
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