-6.2%
ONON vs DOCS
-53.5%
+47.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.5% | -2.4% | -0.6% |
| 7D | -10.1% | -4.2% | -5.9% | -9.1% |
| 30D | -1.8% | +8.6% | -10.4% | -4.1% |
| 3M | +12.3% | +27.2% | -14.9% | +4.7% |
| 6M | +2.0% | +26.5% | -24.5% | -8.0% |
| YTD | -25.3% | -25.0% | -0.3% | -22.2% |
| 1Y | -1.3% | -37.0% | +35.7% | +7.7% |
| 3Y | +29.0% | +39.4% | -10.4% | -8.1% |
| 5Y | -6.2% | -56.7% | +50.5% | -8.2% |
| All | -6.2% | -53.5% | +47.3% | -8.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling