+23.9%
ONDS vs DOC
-7.3%
+31.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.8% | +1.7% | +1.0% |
| 7D | -3.5% | -1.5% | -2.1% | -2.6% |
| 30D | -14.1% | -4.8% | -9.3% | -11.8% |
| 3M | -36.3% | +6.9% | -43.2% | -40.0% |
| 6M | -27.5% | +20.7% | -48.2% | -37.9% |
| YTD | -21.9% | +34.1% | -56.1% | -38.5% |
| 1Y | +43.0% | +22.6% | +20.3% | +21.1% |
| 3Y | +697.1% | +20.8% | +676.2% | +569.3% |
| 5Y | -1.2% | -24.9% | +23.7% | +8.4% |
| All | +23.9% | -7.3% | +31.2% | +22.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling