-47.3%
DOCS vs ONTO
+46.1%
-93.4%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -8.7% | +15.0% | +6.2% |
| 7D | +1.2% | -17.4% | +18.6% | +0.9% |
| 30D | +21.3% | -43.2% | +64.5% | +20.4% |
| 3M | +58.4% | -35.7% | +94.1% | +55.9% |
| 6M | +39.3% | -38.3% | +77.6% | +37.7% |
| YTD | -21.7% | +17.1% | -38.8% | -20.8% |
| 1Y | -47.3% | +43.1% | -90.5% | -45.7% |
| All | -47.3% | +46.1% | -93.4% | -45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling