-6.9%
ONON vs DOCS
+9.5%
-16.4%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -1.0% |
| 7D | -3.0% | -1.4% | -1.6% | -2.8% |
| 30D | -26.7% | +21.8% | -48.5% | -29.2% |
| 3M | -25.3% | +27.3% | -52.6% | -28.3% |
| 6M | -35.3% | -0.3% | -34.9% | -36.3% |
| YTD | -39.8% | -40.5% | +0.7% | -35.7% |
| 1Y | -39.2% | -61.5% | +22.3% | -30.2% |
| All | -6.9% | +9.5% | -16.4% | -14.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling