-5.2%
ONDS vs EXC
+46.0%
-51.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.8% | -4.3% |
| 7D | -4.2% | +0.3% | -4.5% | -4.2% |
| 30D | -21.7% | -0.9% | -20.8% | -21.7% |
| 3M | -24.5% | -2.7% | -21.8% | -24.6% |
| 6M | -25.0% | -9.4% | -15.6% | -24.6% |
| YTD | -25.3% | +3.0% | -28.3% | -26.2% |
| 1Y | +33.8% | +5.1% | +28.6% | +31.6% |
| 3Y | +699.3% | +20.6% | +678.7% | +637.6% |
| 5Y | -5.2% | +45.7% | -50.9% | -10.7% |
| All | -5.2% | +46.0% | -51.2% | -10.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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