+18.5%
ONDS vs EXR
+48.9%
-30.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.5% | -1.8% | -2.9% |
| 7D | -4.2% | -3.1% | -1.1% | -2.5% |
| 30D | -21.7% | -7.5% | -14.2% | -18.3% |
| 3M | -24.5% | -7.5% | -17.0% | -22.0% |
| 6M | -25.0% | -5.2% | -19.8% | -23.9% |
| YTD | -25.3% | +6.5% | -31.8% | -30.2% |
| 1Y | +33.8% | -2.0% | +35.8% | +31.6% |
| 3Y | +699.3% | +21.5% | +677.8% | +588.8% |
| 5Y | -5.2% | -11.5% | +6.3% | -2.0% |
| All | +18.5% | +48.9% | -30.4% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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