+8.9%
DOCS vs ONTO
+97.2%
-88.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +6.2% | -8.9% | -3.7% |
| 7D | -1.4% | -1.0% | -0.4% | -1.3% |
| 30D | +21.8% | -2.9% | +24.7% | +22.0% |
| 3M | +27.3% | -2.5% | +29.8% | +24.7% |
| 6M | -0.3% | +28.2% | -28.6% | -8.2% |
| YTD | -40.5% | +69.8% | -110.3% | -48.9% |
| 1Y | -61.5% | +162.9% | -224.4% | -70.4% |
| All | +8.9% | +97.2% | -88.3% | -32.4% |
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