+18.5%
ONDS vs DUK
+63.1%
-44.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DUK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.7% | -4.5% |
| 7D | -4.2% | -0.1% | -4.1% | -4.2% |
| 30D | -21.7% | +0.2% | -21.9% | -21.6% |
| 3M | -24.5% | -1.9% | -22.6% | -24.6% |
| 6M | -25.0% | -6.5% | -18.5% | -25.6% |
| YTD | -25.3% | +5.4% | -30.7% | -24.6% |
| 1Y | +33.8% | +3.6% | +30.2% | +34.7% |
| 3Y | +699.3% | +48.1% | +651.2% | +681.3% |
| 5Y | -5.2% | +39.6% | -44.8% | -7.4% |
| All | +18.5% | +63.1% | -44.5% | +3.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling