-1.6%
ONDS vs MUB
+1.5%
-3.1%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -3.3% |
| 7D | -4.2% | -0.7% | -3.5% | -2.9% |
| 30D | -21.7% | -2.0% | -19.7% | -18.7% |
| 3M | -24.5% | -2.5% | -21.9% | -20.6% |
| 6M | -25.0% | -2.3% | -22.7% | -21.3% |
| YTD | -25.3% | -1.3% | -24.0% | -22.9% |
| 1Y | +33.8% | +1.1% | +32.6% | +32.4% |
| 3Y | +699.3% | +8.2% | +691.1% | +608.6% |
| All | -1.6% | +1.5% | -3.1% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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