+18.5%
ONDS vs DLTR
+6.1%
+12.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.6% | +0.2% | -3.2% |
| 7D | -4.2% | -10.2% | +6.0% | -1.7% |
| 30D | -21.7% | -8.5% | -13.2% | -20.2% |
| 3M | -24.5% | +5.6% | -30.0% | -26.4% |
| 6M | -25.0% | +2.2% | -27.2% | -27.0% |
| YTD | -25.3% | -3.8% | -21.6% | -26.5% |
| 1Y | +33.8% | +22.9% | +10.8% | +24.0% |
| 3Y | +699.3% | +2.0% | +697.3% | +649.6% |
| 5Y | -5.2% | +29.8% | -35.0% | +6.9% |
| All | +18.5% | +6.1% | +12.4% | +20.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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