+54.8%
ONTO vs DOC
+43.5%
+11.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.1% | -11.8% | -9.1% |
| 7D | -17.4% | +8.7% | -26.1% | -18.4% |
| 30D | -43.2% | +7.6% | -50.8% | -43.9% |
| 3M | -35.7% | -5.3% | -30.5% | -35.0% |
| 6M | -38.3% | +27.6% | -65.9% | -42.5% |
| YTD | +17.1% | +32.4% | -15.3% | +8.0% |
| 1Y | +43.1% | +22.9% | +20.3% | +34.9% |
| All | +54.8% | +43.5% | +11.3% | +43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling