+62.4%
ONDS vs MSFU
+70.7%
-8.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.9% |
| 7D | -4.2% | -2.3% | -1.9% | -3.3% |
| 30D | -21.7% | -6.3% | -15.4% | -19.8% |
| 3M | -24.5% | +40.0% | -64.4% | -37.6% |
| 6M | -25.0% | +30.1% | -55.1% | -36.2% |
| YTD | -25.3% | -10.3% | -15.0% | -25.5% |
| 1Y | +33.8% | -19.0% | +52.8% | +39.1% |
| 3Y | +699.3% | +25.8% | +673.5% | +542.9% |
| All | +62.4% | +70.7% | -8.3% | +3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling