+341.5%
ONTO vs DOC
-18.5%
+360.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.2% | -15.4% | -15.5% |
| 7D | -29.7% | +6.2% | -35.9% | -31.7% |
| 30D | -50.3% | +6.5% | -56.7% | -52.0% |
| 3M | -43.5% | -6.2% | -37.2% | -42.3% |
| 6M | -48.9% | +25.6% | -74.4% | -55.5% |
| YTD | -1.2% | +32.1% | -33.3% | -16.2% |
| 1Y | +14.9% | +20.3% | -5.4% | +1.8% |
| 3Y | +31.2% | +42.7% | -11.5% | +2.8% |
| 5Y | +68.1% | -22.2% | +90.2% | +81.6% |
| All | +341.5% | -18.5% | +360.1% | +327.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling