+341.5%
ONTO vs DOV
+113.6%
+228.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.7% | -10.8% | -10.8% |
| 7D | -29.7% | -3.7% | -26.0% | -26.7% |
| 30D | -50.3% | +5.6% | -55.8% | -52.8% |
| 3M | -43.5% | -3.5% | -40.0% | -41.2% |
| 6M | -48.9% | -8.9% | -40.0% | -43.3% |
| YTD | -1.2% | +4.5% | -5.7% | -4.3% |
| 1Y | +14.9% | +13.9% | +1.0% | +2.0% |
| 3Y | +31.2% | +55.9% | -24.7% | -12.3% |
| 5Y | +68.1% | +25.8% | +42.3% | +36.9% |
| All | +341.5% | +113.6% | +228.0% | +107.3% |
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