+17.9%
ONDS vs EMR
+119.9%
-102.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | +0.6% |
| 7D | -5.0% | -1.2% | -3.8% | -4.0% |
| 30D | -25.6% | -9.4% | -16.1% | -18.8% |
| 3M | -22.1% | +8.6% | -30.7% | -26.6% |
| 6M | -27.6% | +6.7% | -34.3% | -31.2% |
| YTD | -25.7% | +13.1% | -38.8% | -32.4% |
| 1Y | +30.4% | +12.7% | +17.7% | +19.4% |
| 3Y | +695.0% | +58.1% | +636.9% | +466.2% |
| 5Y | -2.2% | +63.6% | -65.8% | -35.1% |
| All | +17.9% | +119.9% | -102.0% | -24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EMR.
Daily Out/Under-Performance
Portfolio return minus EMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMR 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 EMR 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