+23.9%
ONDS vs GEN
+80.5%
-56.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.0% | +0.8% |
| 7D | -3.5% | -1.2% | -2.4% | -3.0% |
| 30D | -14.1% | +10.1% | -24.2% | -17.7% |
| 3M | -36.3% | +16.1% | -52.4% | -40.7% |
| 6M | -27.5% | +38.9% | -66.3% | -38.3% |
| YTD | -21.9% | +14.4% | -36.4% | -28.0% |
| 1Y | +43.0% | +5.9% | +37.1% | +36.9% |
| 3Y | +697.1% | +58.8% | +638.3% | +543.5% |
| 5Y | -1.2% | +24.7% | -25.8% | -18.1% |
| All | +23.9% | +80.5% | -56.6% | +9.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling