+23.9%
ONDS vs AEE
+63.4%
-39.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -0.1% |
| 7D | +8.2% | +1.3% | +6.9% | +8.1% |
| 30D | -16.4% | -1.2% | -15.1% | -16.2% |
| 3M | -26.0% | +1.0% | -27.0% | -26.4% |
| 6M | -22.5% | -2.3% | -20.2% | -22.5% |
| YTD | -21.9% | +9.1% | -31.1% | -24.0% |
| 1Y | +25.7% | +10.6% | +15.2% | +22.0% |
| 3Y | +735.5% | +48.5% | +687.0% | +634.8% |
| 5Y | -0.1% | +39.9% | -40.0% | -11.1% |
| All | +23.9% | +63.4% | -39.5% | +19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling