+23.9%
ONDS vs PHM
+194.5%
-170.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.5% | +3.5% | +1.7% |
| 7D | +8.2% | -2.5% | +10.7% | +9.6% |
| 30D | -16.4% | -9.7% | -6.7% | -12.3% |
| 3M | -26.0% | +2.2% | -28.2% | -28.0% |
| 6M | -22.5% | -5.7% | -16.8% | -21.4% |
| YTD | -21.9% | +2.8% | -24.8% | -25.2% |
| 1Y | +25.7% | -14.4% | +40.2% | +32.2% |
| 3Y | +735.5% | +52.2% | +683.3% | +519.0% |
| 5Y | -0.1% | +154.3% | -154.4% | -46.2% |
| All | +23.9% | +194.5% | -170.6% | -38.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 PHM 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