-9.2%
ONDS vs DOCS
-36.0%
+26.8%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.6% | +0.5% |
| 7D | -3.5% | -1.4% | -2.1% | -3.2% |
| 30D | -14.1% | +21.8% | -35.9% | -19.4% |
| 3M | -36.3% | +27.3% | -63.6% | -41.2% |
| 6M | -27.5% | -0.3% | -27.2% | -30.2% |
| YTD | -21.9% | -40.5% | +18.6% | -14.6% |
| 1Y | +43.0% | -61.5% | +104.5% | +78.0% |
| 3Y | +697.1% | +8.2% | +688.9% | +588.1% |
| 5Y | -1.2% | -73.4% | +72.3% | -2.5% |
| All | -9.2% | -36.0% | +26.8% | -10.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling