-3.3%
ONDS vs DUK
+39.2%
-42.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.8% |
| 7D | -5.0% | -1.7% | -3.3% | -5.4% |
| 30D | -25.6% | -2.2% | -23.3% | -25.9% |
| 3M | -22.1% | -3.7% | -18.4% | -22.6% |
| 6M | -27.6% | -6.3% | -21.2% | -28.1% |
| YTD | -25.7% | +4.5% | -30.2% | -25.4% |
| 1Y | +30.4% | +1.8% | +28.6% | +30.7% |
| 3Y | +695.0% | +46.8% | +648.1% | +648.4% |
| All | -3.3% | +39.2% | -42.5% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling