+7.3%
ONON vs DOCU
-70.7%
+78.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.0% | -0.8% | -2.1% |
| 7D | +14.5% | -3.2% | +17.7% | +15.8% |
| 30D | +13.3% | +15.7% | -2.4% | +7.0% |
| 3M | -1.7% | +37.3% | -39.0% | -13.8% |
| 6M | +8.5% | +63.1% | -54.6% | -12.0% |
| YTD | -19.2% | +15.4% | -34.6% | -26.2% |
| 1Y | +4.0% | +11.3% | -7.3% | -3.9% |
| 3Y | +33.8% | +92.1% | -58.3% | -10.8% |
| 5Y | -4.2% | -70.5% | +66.3% | +11.9% |
| All | +7.3% | -70.7% | +78.0% | +25.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling