-3.3%
ONDS vs EWZ
+61.2%
-64.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.8% | -1.5% |
| 7D | -5.0% | +1.1% | -6.1% | -5.8% |
| 30D | -25.6% | +13.5% | -39.0% | -32.4% |
| 3M | -22.1% | +15.2% | -37.4% | -29.9% |
| 6M | -27.6% | +3.7% | -31.3% | -29.0% |
| YTD | -25.7% | +22.5% | -48.2% | -34.7% |
| 1Y | +30.4% | +35.3% | -4.9% | +7.3% |
| 3Y | +695.0% | +50.2% | +644.8% | +511.5% |
| All | -3.3% | +61.2% | -64.5% | -39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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