-1.6%
ONDS vs DIA
+62.7%
-64.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -2.8% |
| 7D | -4.2% | -1.2% | -3.0% | -1.8% |
| 30D | -21.7% | -2.7% | -19.0% | -17.0% |
| 3M | -24.5% | +3.3% | -27.7% | -28.5% |
| 6M | -25.0% | +10.4% | -35.4% | -37.1% |
| YTD | -25.3% | +10.0% | -35.3% | -36.8% |
| 1Y | +33.8% | +16.2% | +17.6% | +2.3% |
| 3Y | +699.3% | +58.7% | +640.6% | +251.7% |
| All | -1.6% | +62.7% | -64.3% | -53.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling