+6.7%
ONON vs DOCU
-71.2%
+77.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | +0.1% |
| 7D | +10.6% | -5.5% | +16.1% | +12.9% |
| 30D | +12.5% | +12.6% | -0.2% | +7.3% |
| 3M | +0.1% | +36.4% | -36.3% | -12.1% |
| 6M | +3.6% | +66.8% | -63.2% | -16.7% |
| YTD | -19.6% | +13.5% | -33.1% | -26.1% |
| 1Y | +5.2% | +11.3% | -6.1% | -2.9% |
| 3Y | +33.1% | +92.1% | -58.9% | -11.4% |
| 5Y | -4.7% | -71.0% | +66.3% | +12.1% |
| All | +6.7% | -71.2% | +77.9% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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