+33.1%
ONON vs DOCU
+87.9%
-54.8%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.7% | +1.2% | -0.1% |
| 7D | +10.6% | -5.5% | +16.1% | +12.1% |
| 30D | +12.5% | +12.6% | -0.2% | +9.0% |
| 3M | +0.1% | +36.4% | -36.3% | -8.2% |
| 6M | +3.6% | +66.8% | -63.2% | -10.4% |
| YTD | -19.6% | +13.5% | -33.1% | -23.6% |
| 1Y | +5.2% | +11.3% | -6.1% | +0.3% |
| 3Y | +33.1% | +92.1% | -58.9% | -5.6% |
| All | +33.1% | +87.9% | -54.8% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling