-36.4%
ONDS vs DOCS
-21.0%
-15.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -2.0% | +20.1% | +18.5% |
| 7D | -15.6% | -0.8% | -14.8% | -15.6% |
| 30D | -25.8% | +17.4% | -43.2% | -28.7% |
| 3M | -39.0% | +57.4% | -96.3% | -46.4% |
| 6M | -42.9% | +26.5% | -69.4% | -48.3% |
| YTD | -45.3% | -26.6% | -18.8% | -43.4% |
| 1Y | +1.6% | -48.1% | +49.7% | +15.6% |
| 3Y | +834.3% | +52.6% | +781.7% | +632.9% |
| 5Y | -43.8% | -52.1% | +8.3% | -47.4% |
| All | -36.4% | -21.0% | -15.4% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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