+17.9%
ONDS vs DIA
+91.2%
-73.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.7% |
| 7D | -5.0% | -3.0% | -2.0% | +1.0% |
| 30D | -25.6% | -3.0% | -22.6% | -20.7% |
| 3M | -22.1% | +4.5% | -26.6% | -27.9% |
| 6M | -27.6% | +9.8% | -37.3% | -38.1% |
| YTD | -25.7% | +9.3% | -35.0% | -35.9% |
| 1Y | +30.4% | +16.0% | +14.4% | +1.2% |
| 3Y | +695.0% | +57.7% | +637.2% | +268.3% |
| 5Y | -2.2% | +63.8% | -65.9% | -54.0% |
| All | +17.9% | +91.2% | -73.3% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 10y: compounded portfolio wealth divided by compounded DIA 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…
10y analysis · Full analysis span regression · 6 months rolling