-20.2%
DIS vs ONDS
-6.4%
-13.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -6.7% | +6.8% | +0.4% |
| 7D | +4.4% | -3.8% | +8.2% | +4.4% |
| 30D | +10.3% | -17.2% | +27.6% | +10.9% |
| 3M | +15.5% | -40.2% | +55.7% | +17.6% |
| 6M | +11.2% | -38.5% | +49.7% | +12.3% |
| YTD | +5.6% | -42.9% | +48.5% | +6.2% |
| 1Y | +7.7% | -5.3% | +13.0% | +4.9% |
| 3Y | +39.3% | +820.7% | -781.4% | +7.0% |
| 5Y | -29.5% | -41.6% | +12.1% | -36.8% |
| All | -20.2% | -6.4% | -13.8% | -31.9% |
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