+14.9%
ONDS vs MSFU
+88.0%
-73.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.4% | -3.4% | -3.2% |
| 7D | -3.3% | -2.8% | -0.5% | -2.0% |
| 30D | -16.0% | -5.3% | -10.7% | -14.3% |
| 3M | -42.1% | +7.2% | -49.3% | -44.7% |
| 6M | -41.8% | +51.0% | -92.7% | -53.8% |
| YTD | -47.1% | -1.2% | -45.9% | -50.0% |
| 1Y | -21.3% | -10.3% | -11.0% | -22.2% |
| 3Y | +695.1% | +22.2% | +672.8% | +543.6% |
| All | +14.9% | +88.0% | -73.1% | -30.3% |
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