+23.9%
ONDS vs DRI
+129.2%
-105.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | -3.5% | +0.6% | -4.1% | -3.8% |
| 30D | -14.1% | +3.8% | -17.9% | -16.3% |
| 3M | -36.3% | +13.0% | -49.4% | -42.0% |
| 6M | -27.5% | +8.3% | -35.8% | -32.6% |
| YTD | -21.9% | +20.6% | -42.5% | -33.4% |
| 1Y | +43.0% | +6.5% | +36.5% | +31.7% |
| 3Y | +697.1% | +53.7% | +643.4% | +449.6% |
| 5Y | -1.2% | +72.7% | -73.8% | -39.1% |
| All | +23.9% | +129.2% | -105.3% | -33.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling