-53.8%
ONDS vs DOCS
-52.4%
-1.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.1% |
| 7D | -3.3% | +2.6% | -5.8% | -3.9% |
| 30D | -16.0% | +11.4% | -27.4% | -18.5% |
| 3M | -42.1% | +25.4% | -67.5% | -46.2% |
| 6M | -41.8% | +42.5% | -84.3% | -50.3% |
| YTD | -47.1% | -24.7% | -22.4% | -45.1% |
| 1Y | -21.3% | -32.9% | +11.6% | -14.7% |
| 3Y | +695.1% | +39.6% | +655.5% | +478.9% |
| All | -53.8% | -52.4% | -1.4% | -55.1% |
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