+449.2%
ONTO vs DOV
+124.6%
+324.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.5% | +7.5% | +7.4% |
| 7D | +1.4% | -1.4% | +2.7% | +3.7% |
| 30D | -34.1% | +12.8% | -46.9% | -41.2% |
| 3M | -37.1% | +1.1% | -38.2% | -37.4% |
| 6M | -31.8% | -2.6% | -29.2% | -29.1% |
| YTD | +22.9% | +9.9% | +13.0% | +13.6% |
| 1Y | +39.5% | +19.3% | +20.2% | +18.5% |
| 3Y | +57.7% | +68.4% | -10.7% | -1.9% |
| 5Y | +115.8% | +29.1% | +86.7% | +71.3% |
| All | +449.2% | +124.6% | +324.7% | +146.0% |
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