+567.5%
LITE vs ONDS
+0.3%
+567.2%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +11.9% | -1.2% | +9.1% |
| 7D | -12.9% | +3.8% | -16.7% | -13.2% |
| 30D | -46.0% | -11.3% | -34.7% | -44.9% |
| 3M | -33.0% | -34.5% | +1.4% | -29.3% |
| 6M | -34.0% | -34.1% | +0.1% | -31.0% |
| YTD | +61.7% | -38.8% | +100.6% | +68.2% |
| 1Y | +148.3% | +2.8% | +145.5% | +141.8% |
| 3Y | +1,408.5% | +1,111.0% | +297.5% | +901.2% |
| 5Y | +546.2% | -33.7% | +579.8% | +432.3% |
| All | +567.5% | +0.3% | +567.2% | +423.5% |
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