+995.7%
LITE vs ONDS
+28.1%
+967.6%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | 0.0% | +11.0% | +11.0% |
| 7D | +12.6% | +8.2% | +4.4% | +11.5% |
| 30D | +9.9% | -16.4% | +26.3% | +12.1% |
| 3M | +9.3% | -26.0% | +35.3% | +13.0% |
| 6M | +75.2% | -22.5% | +97.7% | +78.3% |
| YTD | +165.5% | -21.9% | +187.4% | +166.9% |
| 1Y | +555.0% | +25.7% | +529.2% | +510.9% |
| 3Y | +1,870.5% | +735.5% | +1,134.9% | +1,224.6% |
| 5Y | +1,009.8% | -0.1% | +1,010.0% | +768.5% |
| All | +995.7% | +28.1% | +967.6% | +730.5% |
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