+23.9%
ONDS vs PH
+281.8%
-257.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.2% | +0.1% | 0.0% |
| 7D | -3.5% | -3.1% | -0.5% | -1.2% |
| 30D | -14.1% | -3.2% | -10.8% | -12.3% |
| 3M | -36.3% | +10.6% | -46.9% | -40.9% |
| 6M | -27.5% | -2.1% | -25.4% | -27.3% |
| YTD | -21.9% | +10.2% | -32.1% | -28.7% |
| 1Y | +43.0% | +28.2% | +14.7% | +15.1% |
| 3Y | +697.1% | +134.9% | +562.2% | +296.7% |
| 5Y | -1.2% | +253.6% | -254.8% | -62.5% |
| All | +23.9% | +281.8% | -257.9% | -52.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling