+68.1%
ONTO vs DOCU
-71.9%
+139.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.0% | -13.6% | -15.1% |
| 7D | -29.7% | -3.2% | -26.5% | -29.1% |
| 30D | -50.3% | +15.7% | -66.0% | -52.2% |
| 3M | -43.5% | +37.3% | -80.8% | -48.5% |
| 6M | -48.9% | +63.1% | -112.0% | -56.6% |
| YTD | -1.2% | +15.4% | -16.6% | -8.4% |
| 1Y | +14.9% | +11.3% | +3.6% | +7.5% |
| 3Y | +31.2% | +92.1% | -60.9% | -1.0% |
| 5Y | +68.1% | -70.5% | +138.6% | +63.3% |
| All | +68.1% | -71.9% | +139.9% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling