-3.9%
ONON vs DOCS
-67.0%
+63.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.6% |
| 7D | -10.0% | +2.6% | -12.5% | -10.5% |
| 30D | -5.3% | +11.4% | -16.7% | -8.0% |
| 3M | +6.5% | +25.4% | -18.9% | -0.1% |
| 6M | -5.0% | +42.5% | -47.5% | -16.6% |
| YTD | -27.6% | -24.7% | -2.9% | -24.8% |
| 1Y | -20.7% | -32.9% | +12.3% | -15.1% |
| 3Y | +26.6% | +39.6% | -13.0% | -8.2% |
| 5Y | -9.6% | -54.6% | +45.0% | -15.4% |
| All | -3.9% | -67.0% | +63.1% | -4.8% |
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