-5.1%
ONDS vs CMS
+23.4%
-28.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | -0.1% |
| 7D | -3.5% | +0.4% | -3.9% | -3.6% |
| 30D | -14.1% | -3.6% | -10.5% | -13.8% |
| 3M | -36.3% | -1.9% | -34.4% | -36.7% |
| 6M | -27.5% | -11.0% | -16.5% | -26.6% |
| YTD | -21.9% | +0.2% | -22.1% | -22.9% |
| 1Y | +43.0% | -1.3% | +44.3% | +41.1% |
| 3Y | +697.1% | +35.9% | +661.1% | +604.0% |
| All | -5.1% | +23.4% | -28.5% | -17.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 CMS 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