+658.6%
ONTO vs DOV
+103.4%
+555.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.9% | +5.2% | +5.2% |
| 7D | -1.0% | -2.7% | +1.6% | +1.8% |
| 30D | -2.9% | -8.1% | +5.2% | +5.8% |
| 3M | -2.5% | -9.4% | +6.9% | +8.3% |
| 6M | +28.2% | -12.6% | +40.8% | +48.4% |
| YTD | +69.8% | -0.5% | +70.3% | +72.3% |
| 1Y | +162.9% | +9.2% | +153.6% | +141.8% |
| 3Y | +95.9% | +34.1% | +61.8% | +50.9% |
| 5Y | +244.5% | +17.3% | +227.2% | +198.8% |
| All | +658.6% | +103.4% | +555.2% | +273.3% |
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