+17.9%
ONDS vs AZN
+68.8%
-50.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.3% | -0.8% |
| 7D | -5.0% | -3.1% | -1.9% | -4.5% |
| 30D | -25.6% | +0.6% | -26.1% | -25.6% |
| 3M | -22.1% | -10.8% | -11.3% | -21.1% |
| 6M | -27.6% | -18.1% | -9.4% | -25.4% |
| YTD | -25.7% | -12.3% | -13.4% | -25.1% |
| 1Y | +30.4% | -0.2% | +30.6% | +26.6% |
| 3Y | +695.0% | +23.4% | +671.6% | +619.9% |
| 5Y | -2.2% | +56.4% | -58.5% | -16.2% |
| All | +17.9% | +68.8% | -50.9% | -4.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling