+6.7%
ONON vs DOCS
-67.8%
+74.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | 0.0% |
| 7D | +10.6% | -0.8% | +11.4% | +10.8% |
| 30D | +12.5% | +17.4% | -4.9% | +7.7% |
| 3M | +0.1% | +57.4% | -57.3% | -13.2% |
| 6M | +3.6% | +26.5% | -22.9% | -6.4% |
| YTD | -19.6% | -26.6% | +7.0% | -15.9% |
| 1Y | +5.2% | -48.1% | +53.3% | +21.0% |
| 3Y | +33.1% | +52.6% | -19.5% | -7.9% |
| 5Y | -4.7% | -52.1% | +47.4% | -11.6% |
| All | +6.7% | -67.8% | +74.6% | +6.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling