-2.3%
ONON vs DOCS
-51.8%
+49.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -13.4% |
| 6M | +3.6% | +26.5% | -22.9% | -6.6% |
| YTD | -19.6% | -26.6% | +7.0% | -15.8% |
| 1Y | +5.2% | -48.1% | +53.3% | +21.4% |
| 3Y | +33.1% | +52.6% | -19.5% | -9.3% |
| All | -2.3% | -51.8% | +49.5% | -9.1% |
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