+23.9%
ONDS vs HIG
+230.4%
-206.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.0% | +2.0% | +0.9% |
| 7D | +8.2% | -1.1% | +9.3% | +8.7% |
| 30D | -16.4% | -4.9% | -11.5% | -14.6% |
| 3M | -26.0% | +6.8% | -32.8% | -29.3% |
| 6M | -22.5% | -1.7% | -20.8% | -23.1% |
| YTD | -21.9% | -0.2% | -21.7% | -23.7% |
| 1Y | +25.7% | +5.7% | +20.0% | +19.1% |
| 3Y | +735.5% | +100.3% | +635.2% | +454.9% |
| 5Y | -0.1% | +118.5% | -118.6% | -35.4% |
| All | +23.9% | +230.4% | -206.5% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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