-13.5%
ONDS vs PM
+232.0%
-245.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +0.2% | -7.3% | -7.1% |
| 7D | +17.7% | -2.4% | +20.1% | +17.6% |
| 30D | -20.7% | -1.3% | -19.4% | -20.6% |
| 3M | -45.5% | +6.5% | -52.1% | -45.5% |
| 6M | -41.2% | +7.0% | -48.1% | -41.0% |
| YTD | -45.5% | +25.8% | -71.3% | -46.6% |
| 1Y | -3.4% | +30.9% | -34.3% | -6.2% |
| 3Y | +779.3% | +148.0% | +631.4% | +588.5% |
| 5Y | -48.5% | +161.2% | -209.7% | -60.5% |
| All | -13.5% | +232.0% | -245.5% | -43.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling