+17.9%
ONDS vs GEN
+76.5%
-58.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.7% | -1.3% | -0.8% |
| 7D | -5.0% | -4.3% | -0.6% | -3.2% |
| 30D | -25.6% | +3.8% | -29.3% | -26.9% |
| 3M | -22.1% | +22.3% | -44.4% | -29.3% |
| 6M | -27.6% | +39.0% | -66.5% | -38.3% |
| YTD | -25.7% | +11.9% | -37.6% | -30.9% |
| 1Y | +30.4% | +4.5% | +25.9% | +25.3% |
| 3Y | +695.0% | +59.0% | +636.0% | +543.0% |
| 5Y | -2.2% | +22.0% | -24.1% | -18.2% |
| All | +17.9% | +76.5% | -58.6% | +5.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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