-52.4%
ONDS vs DOCS
-54.0%
+1.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -4.3% | -9.9% | -13.0% |
| 7D | -34.3% | -1.3% | -33.0% | -34.1% |
| 30D | -39.0% | +19.4% | -58.4% | -42.0% |
| 3M | -49.0% | +53.4% | -102.4% | -56.0% |
| 6M | -51.6% | +28.8% | -80.3% | -57.2% |
| YTD | -53.7% | -25.1% | -28.6% | -51.8% |
| 1Y | -24.7% | -48.1% | +23.5% | -11.3% |
| 3Y | +729.4% | +51.4% | +678.0% | +490.6% |
| 5Y | -52.4% | -51.1% | -1.3% | -55.1% |
| All | -52.4% | -54.0% | +1.6% | -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