+23.9%
ONDS vs BUD
+22.8%
+1.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -3.5% | +0.3% | -3.8% | -3.6% |
| 30D | -14.1% | -5.7% | -8.4% | -12.6% |
| 3M | -36.3% | +3.1% | -39.5% | -37.6% |
| 6M | -27.5% | +7.9% | -35.4% | -30.4% |
| YTD | -21.9% | +27.3% | -49.3% | -30.0% |
| 1Y | +43.0% | +37.8% | +5.2% | +23.3% |
| 3Y | +697.1% | +49.8% | +647.2% | +557.4% |
| 5Y | -1.2% | +43.8% | -45.0% | -20.2% |
| All | +23.9% | +22.8% | +1.1% | +10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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