+45.2%
ONTO vs DOV
+57.1%
-12.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.6% | +10.4% | +10.4% |
| 7D | -14.0% | -1.9% | -12.2% | -11.9% |
| 30D | -43.1% | +8.3% | -51.3% | -47.7% |
| 3M | -35.5% | -3.1% | -32.5% | -32.8% |
| 6M | -41.1% | -9.8% | -31.3% | -33.0% |
| YTD | +9.8% | +5.2% | +4.6% | +4.8% |
| 1Y | +31.5% | +15.3% | +16.2% | +12.6% |
| 3Y | +45.2% | +58.8% | -13.6% | +2.7% |
| All | +45.2% | +57.1% | -12.0% | +2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling