+17.6%
ONDS vs DUK
+61.7%
-44.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -5.1% | -0.7% | -4.5% | -5.3% |
| 30D | -26.0% | -2.4% | -23.6% | -26.4% |
| 3M | -26.4% | -3.0% | -23.5% | -26.8% |
| 6M | -26.4% | -6.6% | -19.9% | -27.1% |
| YTD | -25.9% | +4.6% | -30.5% | -25.4% |
| 1Y | +12.6% | +1.2% | +11.4% | +13.1% |
| 3Y | +706.9% | +45.7% | +661.3% | +687.6% |
| 5Y | -2.4% | +40.3% | -42.7% | -4.4% |
| All | +17.6% | +61.7% | -44.1% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DUK.
Daily Out/Under-Performance
Portfolio return minus DUK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DUK 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 DUK 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