-41.6%
ONDS vs EXC
+41.1%
-82.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.7% |
| 7D | -3.8% | +0.1% | -3.9% | -3.8% |
| 30D | -17.2% | +9.0% | -26.3% | -17.3% |
| 3M | -40.2% | +3.3% | -43.5% | -40.2% |
| 6M | -38.5% | +5.7% | -44.2% | -39.0% |
| YTD | -42.9% | +7.3% | -50.3% | -43.7% |
| 1Y | -5.3% | +2.9% | -8.2% | -6.0% |
| 3Y | +820.7% | +29.3% | +791.3% | +728.7% |
| 5Y | -41.6% | +40.1% | -81.7% | -57.7% |
| All | -41.6% | +41.1% | -82.7% | -57.7% |
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