+17.9%
ONDS vs DRI
+119.4%
-101.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | 0.0% |
| 7D | -5.0% | -4.8% | -0.2% | -2.2% |
| 30D | -25.6% | -5.2% | -20.4% | -23.5% |
| 3M | -22.1% | +2.7% | -24.9% | -24.5% |
| 6M | -27.6% | +3.6% | -31.2% | -31.0% |
| YTD | -25.7% | +15.4% | -41.1% | -35.0% |
| 1Y | +30.4% | +1.3% | +29.1% | +23.9% |
| 3Y | +695.0% | +53.1% | +641.8% | +445.4% |
| 5Y | -2.2% | +64.6% | -66.7% | -38.0% |
| All | +17.9% | +119.4% | -101.5% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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