+23.9%
ONDS vs MUB
+3.6%
+20.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | -3.5% | -0.9% | -2.7% | -1.9% |
| 30D | -14.1% | -1.4% | -12.7% | -11.7% |
| 3M | -36.3% | -2.2% | -34.2% | -33.6% |
| 6M | -27.5% | -1.9% | -25.6% | -24.6% |
| YTD | -21.9% | -0.8% | -21.2% | -20.3% |
| 1Y | +43.0% | +2.7% | +40.2% | +37.6% |
| 3Y | +697.1% | +8.6% | +688.5% | +597.5% |
| 5Y | -1.2% | +2.0% | -3.2% | -18.5% |
| All | +23.9% | +3.6% | +20.3% | +9.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling