-2.9%
ONDS vs DOC
-6.4%
+3.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.8% | +10.1% | +10.9% |
| 7D | +3.8% | +5.9% | -2.0% | +0.5% |
| 30D | -11.3% | +10.3% | -21.6% | -16.7% |
| 3M | -34.5% | -2.2% | -32.3% | -34.1% |
| 6M | -34.1% | +8.2% | -42.3% | -38.7% |
| YTD | -38.8% | +35.4% | -74.2% | -52.3% |
| 1Y | +2.8% | +23.6% | -20.9% | -14.7% |
| 3Y | +1,111.0% | +57.3% | +1,053.7% | +726.7% |
| 5Y | -33.7% | -19.6% | -14.1% | -29.6% |
| All | -2.9% | -6.4% | +3.5% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling