+99.7%
ONTO vs DOC
+20.8%
+79.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.8% | +8.0% | +6.6% |
| 7D | -1.0% | -1.5% | +0.5% | -0.7% |
| 30D | -2.9% | -4.8% | +1.9% | -1.9% |
| 3M | -2.5% | +6.9% | -9.3% | -4.7% |
| 6M | +28.2% | +20.7% | +7.5% | +21.1% |
| YTD | +69.8% | +34.1% | +35.6% | +54.9% |
| 1Y | +162.9% | +22.6% | +140.2% | +146.9% |
| All | +99.7% | +20.8% | +79.0% | +80.3% |
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 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