-33.7%
ONDS vs DOCS
-54.3%
+20.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +1.1% | +10.8% | +11.6% |
| 7D | +3.8% | 0.0% | +3.8% | +3.7% |
| 30D | -11.3% | +7.8% | -19.1% | -13.2% |
| 3M | -34.5% | +20.0% | -54.4% | -38.5% |
| 6M | -34.1% | +26.5% | -60.6% | -41.6% |
| YTD | -38.8% | -25.8% | -13.1% | -36.2% |
| 1Y | +2.8% | -39.5% | +42.2% | +15.3% |
| 3Y | +1,111.0% | +60.3% | +1,050.6% | +733.1% |
| 5Y | -33.7% | -57.0% | +23.4% | -32.8% |
| All | -33.7% | -54.3% | +20.7% | -32.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling