+508.7%
ONTO vs DOV
+124.0%
+384.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.2% | +8.7% | +8.7% |
| 7D | +16.4% | -0.1% | +16.5% | +17.6% |
| 30D | -21.4% | +11.3% | -32.7% | -28.9% |
| 3M | -32.7% | +2.2% | -34.9% | -33.7% |
| 6M | -25.2% | -2.9% | -22.3% | -21.9% |
| YTD | +36.2% | +9.6% | +26.6% | +26.2% |
| 1Y | +61.2% | +16.7% | +44.5% | +40.1% |
| 3Y | +58.7% | +66.9% | -8.2% | -0.5% |
| 5Y | +143.6% | +32.0% | +111.6% | +89.9% |
| All | +508.7% | +124.0% | +384.7% | +173.4% |
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