-3.6%
ONDS vs MTB
+104.1%
-107.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -5.1% | 0.0% | -5.1% | -5.1% |
| 30D | -26.0% | -4.8% | -21.2% | -23.3% |
| 3M | -26.4% | +6.0% | -32.4% | -29.9% |
| 6M | -26.4% | +19.6% | -46.1% | -35.8% |
| YTD | -25.9% | +21.5% | -47.4% | -36.4% |
| 1Y | +12.6% | +24.7% | -12.1% | -4.9% |
| 3Y | +706.9% | +108.6% | +598.3% | +388.4% |
| All | -3.6% | +104.1% | -107.7% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MTB.
Daily Out/Under-Performance
Portfolio return minus MTB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTB 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 MTB 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