+423.1%
ONTO vs DOCU
+22.6%
+400.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +0.2% | -8.9% | -8.7% |
| 7D | -17.4% | -3.7% | -13.7% | -16.7% |
| 30D | -43.2% | +15.0% | -58.2% | -45.4% |
| 3M | -35.7% | +39.9% | -75.6% | -41.7% |
| 6M | -38.3% | +66.2% | -104.5% | -47.7% |
| YTD | +17.1% | +17.7% | -0.6% | +7.6% |
| 1Y | +43.1% | +13.7% | +29.5% | +32.7% |
| 3Y | +55.4% | +95.9% | -40.5% | +18.5% |
| 5Y | +111.2% | -71.7% | +182.9% | +131.8% |
| All | +423.1% | +22.6% | +400.5% | +295.1% |
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