+17.9%
ONDS vs FISV
-58.0%
+75.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.6% | -1.1% | -0.8% |
| 7D | -5.0% | -7.2% | +2.2% | -2.4% |
| 30D | -25.6% | -7.2% | -18.4% | -23.9% |
| 3M | -22.1% | -8.2% | -14.0% | -21.3% |
| 6M | -27.6% | -17.7% | -9.9% | -23.6% |
| YTD | -25.7% | -27.2% | +1.4% | -18.4% |
| 1Y | +30.4% | -63.0% | +93.4% | +78.0% |
| 3Y | +695.0% | -59.8% | +754.7% | +826.3% |
| 5Y | -2.2% | -55.8% | +53.6% | +1.4% |
| All | +17.9% | -58.0% | +75.9% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 all: compounded portfolio wealth divided by compounded FISV 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…
all analysis · Full analysis span regression · 6 months rolling