+658.6%
ONTO vs DOCU
+4.2%
+654.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.7% | +2.5% | +5.2% |
| 7D | -1.0% | +6.9% | -7.9% | -2.7% |
| 30D | -2.9% | +19.0% | -21.9% | -7.4% |
| 3M | -2.5% | +34.3% | -36.8% | -11.3% |
| 6M | +28.2% | +48.0% | -19.8% | +11.7% |
| YTD | +69.8% | 0.0% | +69.8% | +64.0% |
| 1Y | +162.9% | -10.3% | +173.2% | +161.0% |
| 3Y | +95.9% | +32.4% | +63.5% | +67.6% |
| 5Y | +244.5% | -77.9% | +322.4% | +305.5% |
| All | +658.6% | +4.2% | +654.4% | +502.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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