+17.9%
ONDS vs PH
+270.6%
-252.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | +0.6% |
| 7D | -5.0% | -3.1% | -1.9% | -2.8% |
| 30D | -25.6% | -11.8% | -13.8% | -18.4% |
| 3M | -22.1% | +6.9% | -29.1% | -25.7% |
| 6M | -27.6% | -1.3% | -26.3% | -28.0% |
| YTD | -25.7% | +7.0% | -32.7% | -30.7% |
| 1Y | +30.4% | +23.1% | +7.3% | +8.1% |
| 3Y | +695.0% | +135.4% | +559.6% | +294.9% |
| 5Y | -2.2% | +250.3% | -252.5% | -62.4% |
| All | +17.9% | +270.6% | -252.7% | -53.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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