-3.6%
ONDS vs AZO
+85.8%
-89.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -5.1% | -3.6% | -1.5% | -4.7% |
| 30D | -26.0% | -5.6% | -20.4% | -25.5% |
| 3M | -26.4% | -6.6% | -19.8% | -26.1% |
| 6M | -26.4% | -22.5% | -3.9% | -23.5% |
| YTD | -25.9% | -15.2% | -10.7% | -24.5% |
| 1Y | +12.6% | -33.9% | +46.6% | +22.4% |
| 3Y | +706.9% | +11.8% | +695.1% | +632.1% |
| All | -3.6% | +85.8% | -89.4% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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