+17.9%
ONDS vs PM
+217.6%
-199.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.5% |
| 7D | -5.0% | +1.9% | -6.9% | -5.0% |
| 30D | -25.6% | +1.9% | -27.5% | -25.6% |
| 3M | -22.1% | +4.6% | -26.7% | -22.3% |
| 6M | -27.6% | +11.7% | -39.2% | -28.2% |
| YTD | -25.7% | +20.4% | -46.1% | -27.4% |
| 1Y | +30.4% | +19.0% | +11.4% | +27.6% |
| 3Y | +695.0% | +130.4% | +564.6% | +526.6% |
| 5Y | -2.2% | +131.5% | -133.6% | -24.0% |
| All | +17.9% | +217.6% | -199.8% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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