+423.1%
ONTO vs DOC
-18.3%
+441.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.1% | -11.8% | -10.0% |
| 7D | -17.4% | +8.7% | -26.1% | -20.5% |
| 30D | -43.2% | +7.6% | -50.8% | -45.4% |
| 3M | -35.7% | -5.3% | -30.5% | -34.7% |
| 6M | -38.3% | +27.6% | -65.9% | -46.7% |
| YTD | +17.1% | +32.4% | -15.3% | -0.9% |
| 1Y | +43.1% | +22.9% | +20.3% | +25.5% |
| 3Y | +55.4% | +43.1% | +12.3% | +21.6% |
| 5Y | +111.2% | -21.4% | +132.6% | +127.0% |
| All | +423.1% | -18.3% | +441.5% | +405.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling