-3.6%
ONDS vs AEIS
+232.6%
-236.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.9% | -5.2% | -3.7% |
| 7D | -5.1% | +2.3% | -7.4% | -6.8% |
| 30D | -26.0% | -14.8% | -11.2% | -18.2% |
| 3M | -26.4% | -15.6% | -10.9% | -20.2% |
| 6M | -26.4% | -8.7% | -17.7% | -26.6% |
| YTD | -25.9% | +37.3% | -63.3% | -47.6% |
| 1Y | +12.6% | +80.3% | -67.7% | -35.8% |
| 3Y | +706.9% | +177.9% | +529.0% | +215.0% |
| All | -3.6% | +232.6% | -236.2% | -69.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling