+23.9%
ONDS vs MTB
+124.9%
-101.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +8.2% | +2.8% | +5.5% | +6.3% |
| 30D | -16.4% | -4.2% | -12.2% | -13.9% |
| 3M | -26.0% | +7.8% | -33.8% | -30.1% |
| 6M | -22.5% | +14.8% | -37.3% | -29.8% |
| YTD | -21.9% | +20.8% | -42.7% | -31.9% |
| 1Y | +25.7% | +23.1% | +2.6% | +8.4% |
| 3Y | +735.5% | +114.8% | +620.7% | +419.2% |
| 5Y | -0.1% | +103.3% | -103.4% | -37.3% |
| All | +23.9% | +124.9% | -101.0% | -22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling