-3.6%
ONDS vs AEE
+38.7%
-42.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.2% | -0.3% |
| 7D | -5.1% | -0.8% | -4.3% | -5.0% |
| 30D | -26.0% | -2.9% | -23.1% | -25.6% |
| 3M | -26.4% | -2.4% | -24.0% | -26.4% |
| 6M | -26.4% | -2.7% | -23.7% | -26.6% |
| YTD | -25.9% | +7.3% | -33.2% | -28.5% |
| 1Y | +12.6% | +7.5% | +5.1% | +8.3% |
| 3Y | +706.9% | +46.2% | +660.7% | +567.2% |
| All | -3.6% | +38.7% | -42.3% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling