+1.5%
ONDS vs DOCS
-39.1%
+40.6%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.1% | +10.8% | +12.0% |
| 7D | +3.8% | 0.0% | +3.8% | +4.0% |
| 30D | -11.3% | +7.8% | -19.1% | -10.4% |
| 3M | -34.5% | +20.0% | -54.4% | -32.4% |
| 6M | -34.1% | +26.5% | -60.6% | -30.1% |
| YTD | -38.8% | -25.8% | -13.1% | -35.8% |
| All | +1.5% | -39.1% | +40.6% | +21.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling