+17.9%
ONDS vs PEP
+14.2%
+3.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.6% |
| 7D | -5.0% | -1.4% | -3.6% | -5.1% |
| 30D | -25.6% | -0.2% | -25.3% | -25.6% |
| 3M | -22.1% | -4.3% | -17.8% | -22.2% |
| 6M | -27.6% | -13.2% | -14.4% | -27.5% |
| YTD | -25.7% | -1.9% | -23.8% | -26.3% |
| 1Y | +30.4% | -0.3% | +30.7% | +28.7% |
| 3Y | +695.0% | -13.6% | +708.6% | +700.3% |
| 5Y | -2.2% | +3.4% | -5.5% | -6.7% |
| All | +17.9% | +14.2% | +3.7% | +12.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PEP.
Daily Out/Under-Performance
Portfolio return minus PEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PEP 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 10y: compounded portfolio wealth divided by compounded PEP 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…
10y analysis · Full analysis span regression · 6 months rolling