-26.5%
ONDS vs DOCU
-67.8%
+41.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -2.0% | -12.3% | -13.5% |
| 7D | -34.3% | -3.2% | -31.1% | -33.4% |
| 30D | -39.0% | +15.7% | -54.7% | -42.5% |
| 3M | -49.0% | +37.3% | -86.3% | -55.6% |
| 6M | -51.6% | +63.1% | -114.7% | -61.5% |
| YTD | -53.7% | +15.4% | -69.1% | -58.5% |
| 1Y | -24.7% | +11.3% | -36.0% | -31.0% |
| 3Y | +729.4% | +92.1% | +637.3% | +463.7% |
| 5Y | -52.4% | -70.5% | +18.1% | -44.0% |
| All | -26.5% | -67.8% | +41.3% | -20.4% |
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