-16.1%
ONDS vs DRI
+143.7%
-159.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.2% |
| 7D | -3.3% | +1.1% | -4.3% | -3.7% |
| 30D | -16.0% | +9.7% | -25.7% | -20.6% |
| 3M | -42.1% | +3.2% | -45.3% | -43.8% |
| 6M | -41.8% | +20.6% | -62.3% | -49.4% |
| YTD | -47.1% | +28.3% | -75.4% | -56.8% |
| 1Y | -21.3% | +34.5% | -55.9% | -38.3% |
| 3Y | +695.1% | +66.5% | +628.5% | +415.0% |
| 5Y | -50.0% | +79.6% | -129.7% | -70.0% |
| All | -16.1% | +143.7% | -159.8% | -57.1% |
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