+7.2%
ONON vs DOCU
-71.1%
+78.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +5.7% | -4.8% | +10.4% | +7.6% |
| 30D | +7.0% | +9.4% | -2.4% | +3.1% |
| 3M | -0.1% | +29.0% | -29.1% | -10.2% |
| 6M | +6.5% | +62.3% | -55.8% | -13.4% |
| YTD | -19.3% | +13.7% | -32.9% | -25.8% |
| 1Y | +7.2% | +11.5% | -4.3% | -1.1% |
| 3Y | +39.1% | +94.2% | -55.1% | -7.9% |
| 5Y | -0.8% | -71.7% | +70.9% | +18.4% |
| All | +7.2% | -71.1% | +78.4% | +26.2% |
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