-9.4%
ONDS vs FIVE
+55.9%
-65.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.1% | -6.6% | -6.7% |
| 7D | -3.8% | +7.3% | -11.1% | -6.9% |
| 30D | -17.2% | +18.1% | -35.3% | -23.4% |
| 3M | -40.2% | +7.7% | -47.9% | -42.7% |
| 6M | -38.5% | +13.6% | -52.1% | -43.4% |
| YTD | -42.9% | +34.6% | -77.5% | -51.5% |
| 1Y | -5.3% | +66.2% | -71.5% | -27.3% |
| 3Y | +820.7% | +43.5% | +777.2% | +626.7% |
| 5Y | -41.6% | +20.7% | -62.3% | -51.5% |
| All | -9.4% | +55.9% | -65.3% | -40.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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