+17.9%
ONDS vs AEIS
+184.8%
-167.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.1% | +3.6% | +2.2% |
| 7D | -5.0% | -0.2% | -4.8% | -5.0% |
| 30D | -25.6% | -16.4% | -9.2% | -16.9% |
| 3M | -22.1% | -11.1% | -11.0% | -18.6% |
| 6M | -27.6% | -12.0% | -15.5% | -25.5% |
| YTD | -25.7% | +30.9% | -56.6% | -44.0% |
| 1Y | +30.4% | +74.3% | -43.9% | -19.9% |
| 3Y | +695.0% | +165.2% | +529.8% | +252.7% |
| 5Y | -2.2% | +220.0% | -222.2% | -62.6% |
| All | +17.9% | +184.8% | -167.0% | -52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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