+23.9%
ONDS vs ALLE
+47.3%
-23.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.4% |
| 7D | +8.2% | +2.8% | +5.5% | +6.6% |
| 30D | -16.4% | -7.6% | -8.7% | -12.3% |
| 3M | -26.0% | +22.8% | -48.8% | -34.8% |
| 6M | -22.5% | +4.6% | -27.1% | -25.0% |
| YTD | -21.9% | -1.2% | -20.7% | -23.1% |
| 1Y | +25.7% | -9.1% | +34.9% | +30.6% |
| 3Y | +735.5% | +50.0% | +685.5% | +505.4% |
| 5Y | -0.1% | +15.2% | -15.4% | -33.7% |
| All | +23.9% | +47.3% | -23.4% | -13.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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