-5.2%
ONDS vs PM
+127.1%
-132.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.9% | -4.3% |
| 7D | -4.2% | -1.2% | -3.0% | -4.3% |
| 30D | -21.7% | -0.2% | -21.5% | -21.7% |
| 3M | -24.5% | +4.9% | -29.4% | -24.5% |
| 6M | -25.0% | +9.0% | -34.0% | -25.3% |
| YTD | -25.3% | +17.8% | -43.1% | -26.5% |
| 1Y | +33.8% | +16.8% | +16.9% | +31.8% |
| 3Y | +699.3% | +125.4% | +573.9% | +547.4% |
| 5Y | -5.2% | +128.7% | -133.9% | -27.8% |
| All | -5.2% | +127.1% | -132.3% | -27.8% |
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