+17.6%
ONDS vs AZN
+69.4%
-51.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.3% |
| 7D | -5.1% | -1.6% | -3.6% | -4.9% |
| 30D | -26.0% | +1.1% | -27.1% | -26.1% |
| 3M | -26.4% | -12.1% | -14.3% | -25.2% |
| 6M | -26.4% | -17.1% | -9.3% | -24.4% |
| YTD | -25.9% | -12.0% | -13.9% | -25.4% |
| 1Y | +12.6% | -0.2% | +12.8% | +9.4% |
| 3Y | +706.9% | +26.8% | +680.1% | +625.7% |
| 5Y | -2.4% | +56.9% | -59.3% | -16.5% |
| All | +17.6% | +69.4% | -51.8% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AZN.
Daily Out/Under-Performance
Portfolio return minus AZN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZN 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 AZN 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