-5.2%
ONDS vs PH
+251.4%
-256.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.7% | -3.8% |
| 7D | -4.2% | 0.0% | -4.2% | -4.2% |
| 30D | -21.7% | -10.3% | -11.4% | -15.0% |
| 3M | -24.5% | +5.1% | -29.5% | -27.2% |
| 6M | -25.0% | +2.3% | -27.3% | -27.5% |
| YTD | -25.3% | +8.7% | -34.0% | -31.4% |
| 1Y | +33.8% | +26.8% | +7.0% | +7.3% |
| 3Y | +699.3% | +139.2% | +560.2% | +272.2% |
| 5Y | -5.2% | +251.1% | -256.3% | -64.3% |
| All | -5.2% | +251.4% | -256.6% | -64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling