-44.8%
ONDS vs PM
+161.1%
-205.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.1% | +1.8% | +2.9% |
| 7D | +8.7% | -7.1% | +15.8% | +8.4% |
| 30D | -14.1% | -2.8% | -11.3% | -14.1% |
| 3M | -41.2% | +6.3% | -47.5% | -41.0% |
| 6M | -39.2% | +9.6% | -48.8% | -39.0% |
| YTD | -41.3% | +25.6% | -66.9% | -42.3% |
| 1Y | -1.2% | +29.7% | -30.9% | -3.5% |
| 3Y | +847.1% | +147.6% | +699.5% | +628.3% |
| 5Y | -44.8% | +160.1% | -204.9% | -58.6% |
| All | -44.8% | +161.1% | -205.9% | -58.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling