-30.3%
DIS vs ONDS
+22.5%
-52.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.3% | +3.5% | -0.7% |
| 7D | -3.5% | -4.2% | +0.7% | -3.3% |
| 30D | +1.0% | -21.7% | +22.7% | +1.9% |
| 3M | +5.7% | -24.5% | +30.1% | +6.6% |
| 6M | +3.3% | -25.0% | +28.3% | +3.5% |
| YTD | -7.7% | -25.3% | +17.6% | -8.0% |
| 1Y | -10.0% | +33.8% | -43.7% | -14.1% |
| 3Y | +31.7% | +699.3% | -667.6% | +2.6% |
| 5Y | -42.2% | -5.2% | -37.0% | -49.1% |
| All | -30.3% | +22.5% | -52.8% | -41.0% |
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