+390.5%
ONTO vs DOV
+114.9%
+275.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.6% | +10.4% | +10.4% |
| 7D | -14.0% | -1.9% | -12.2% | -12.1% |
| 30D | -43.1% | +8.3% | -51.3% | -47.2% |
| 3M | -35.5% | -3.1% | -32.5% | -33.2% |
| 6M | -41.1% | -9.8% | -31.3% | -33.9% |
| YTD | +9.8% | +5.2% | +4.6% | +5.7% |
| 1Y | +31.5% | +15.3% | +16.2% | +15.3% |
| 3Y | +45.2% | +58.8% | -13.6% | -4.6% |
| 5Y | +86.7% | +26.6% | +60.1% | +51.2% |
| All | +390.5% | +114.9% | +275.5% | +129.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling