+476.3%
ONTO vs DOV
+121.4%
+355.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -3.1% |
| 7D | +17.5% | +3.0% | +14.5% | +14.4% |
| 30D | -15.7% | +8.6% | -24.3% | -21.7% |
| 3M | -39.7% | +1.9% | -41.6% | -40.4% |
| 6M | -26.5% | -1.7% | -24.8% | -24.2% |
| YTD | +29.0% | +8.3% | +20.7% | +20.9% |
| 1Y | +57.0% | +16.6% | +40.4% | +36.5% |
| 3Y | +50.0% | +65.1% | -15.1% | -4.9% |
| 5Y | +127.3% | +29.2% | +98.1% | +80.8% |
| All | +476.3% | +121.4% | +355.0% | +162.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOV.
Daily Out/Under-Performance
Portfolio return minus DOV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOV 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 DOV 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