-20.4%
DIS vs ONDS
-13.3%
-7.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.0% | +3.6% | +0.8% |
| 7D | +1.9% | -3.3% | +5.2% | +2.0% |
| 30D | +9.2% | -16.0% | +25.1% | +9.7% |
| 3M | +13.5% | -42.1% | +55.6% | +15.7% |
| 6M | +14.3% | -41.8% | +56.0% | +15.7% |
| YTD | +5.4% | -47.1% | +52.5% | +6.3% |
| 1Y | +12.2% | -21.3% | +33.5% | +10.2% |
| 3Y | +37.2% | +695.1% | -657.9% | +6.3% |
| 5Y | -23.1% | -50.0% | +26.9% | -30.8% |
| All | -20.4% | -13.3% | -7.1% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 ONDS 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