+17.9%
ONDS vs AEE
+60.7%
-42.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.4% |
| 7D | -5.0% | -0.7% | -4.3% | -4.9% |
| 30D | -25.6% | -2.0% | -23.6% | -25.4% |
| 3M | -22.1% | -2.8% | -19.3% | -22.1% |
| 6M | -27.6% | -3.6% | -24.0% | -27.5% |
| YTD | -25.7% | +7.3% | -33.0% | -27.5% |
| 1Y | +30.4% | +8.7% | +21.7% | +26.7% |
| 3Y | +695.0% | +46.0% | +648.9% | +600.6% |
| 5Y | -2.2% | +39.8% | -41.9% | -12.0% |
| All | +17.9% | +60.7% | -42.8% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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