+7.2%
ONON vs DOCS
-67.5%
+74.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.7% | +0.2% |
| 7D | +5.7% | 0.0% | +5.7% | +5.7% |
| 30D | +7.0% | +7.8% | -0.8% | +4.7% |
| 3M | -0.1% | +20.0% | -20.0% | -5.5% |
| 6M | +6.5% | +26.5% | -20.0% | -3.8% |
| YTD | -19.3% | -25.8% | +6.5% | -15.8% |
| 1Y | +7.2% | -39.5% | +46.7% | +18.1% |
| 3Y | +39.1% | +60.3% | -21.2% | -5.5% |
| 5Y | -0.8% | -57.0% | +56.2% | -6.3% |
| All | +7.2% | -67.5% | +74.7% | +6.6% |
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