+17.6%
ONDS vs AZO
+150.0%
-132.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.2% | -0.1% | -0.3% |
| 7D | -5.1% | -3.6% | -1.5% | -4.9% |
| 30D | -26.0% | -5.6% | -20.4% | -25.7% |
| 3M | -26.4% | -6.6% | -19.8% | -26.2% |
| 6M | -26.4% | -22.5% | -3.9% | -24.4% |
| YTD | -25.9% | -15.2% | -10.7% | -24.8% |
| 1Y | +12.6% | -33.9% | +46.6% | +19.6% |
| 3Y | +706.9% | +11.8% | +695.1% | +658.8% |
| 5Y | -2.4% | +85.5% | -88.0% | -6.2% |
| All | +17.6% | +150.0% | -132.4% | +11.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling