-48.1%
DOCS vs ONTO
+27.4%
-75.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +11.1% | -13.1% | -1.9% |
| 7D | -0.8% | -14.0% | +13.3% | -0.9% |
| 30D | +17.4% | -43.1% | +60.5% | +16.6% |
| 3M | +57.4% | -35.5% | +92.9% | +56.2% |
| 6M | +26.5% | -41.1% | +67.6% | +25.3% |
| YTD | -26.6% | +9.8% | -36.3% | -26.0% |
| 1Y | -48.1% | +31.5% | -79.6% | -47.8% |
| All | -48.1% | +27.4% | -75.4% | -47.8% |
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