+61.5%
ONDS vs MSFU
+71.2%
-9.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.7% |
| 7D | -5.0% | -6.9% | +2.0% | -1.9% |
| 30D | -25.6% | -5.1% | -20.4% | -24.2% |
| 3M | -22.1% | +44.6% | -66.8% | -36.7% |
| 6M | -27.6% | +32.8% | -60.4% | -39.0% |
| YTD | -25.7% | -10.1% | -15.7% | -26.0% |
| 1Y | +30.4% | -19.4% | +49.8% | +36.0% |
| 3Y | +695.0% | +26.2% | +668.8% | +538.5% |
| All | +61.5% | +71.2% | -9.7% | +3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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