+23.9%
ONDS vs DOCU
-72.1%
+96.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -1.5% |
| 7D | -3.5% | +6.9% | -10.4% | -6.0% |
| 30D | -14.1% | +19.0% | -33.1% | -20.4% |
| 3M | -36.3% | +34.3% | -70.6% | -44.7% |
| 6M | -27.5% | +48.0% | -75.5% | -40.2% |
| YTD | -21.9% | 0.0% | -21.9% | -25.4% |
| 1Y | +43.0% | -10.3% | +53.2% | +43.6% |
| 3Y | +697.1% | +32.4% | +664.7% | +539.7% |
| 5Y | -1.2% | -77.9% | +76.8% | +30.9% |
| All | +23.9% | -72.1% | +96.0% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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