+459.0%
ONTO vs DOV
+123.5%
+335.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.2% | +2.3% |
| 7D | -2.4% | -0.7% | -1.7% | -0.7% |
| 30D | -32.9% | +12.3% | -45.2% | -39.9% |
| 3M | -32.2% | +1.2% | -33.4% | -32.6% |
| 6M | -30.6% | -3.1% | -27.5% | -27.5% |
| YTD | +25.1% | +9.4% | +15.7% | +16.1% |
| 1Y | +40.0% | +17.6% | +22.4% | +20.6% |
| 3Y | +45.7% | +66.5% | -20.8% | -8.4% |
| 5Y | +128.8% | +29.0% | +99.8% | +81.8% |
| All | +459.0% | +123.5% | +335.5% | +151.6% |
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