+37.5%
ONTO vs DOV
+18.5%
+19.0%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.5% | +7.5% | +6.7% |
| 7D | +1.4% | -1.4% | +2.7% | +3.6% |
| 30D | -34.1% | +12.8% | -46.9% | -41.8% |
| 3M | -37.1% | +1.1% | -38.2% | -37.2% |
| 6M | -31.8% | -2.6% | -29.2% | -28.9% |
| YTD | +22.9% | +9.9% | +13.0% | +19.2% |
| All | +37.5% | +18.5% | +19.0% | +26.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling