+23.9%
ONDS vs PPL
+53.8%
-29.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PPL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | +8.2% | +1.8% | +6.5% | +7.4% |
| 30D | -16.4% | -1.1% | -15.3% | -16.1% |
| 3M | -26.0% | 0.0% | -26.1% | -26.6% |
| 6M | -22.5% | -7.6% | -14.9% | -20.4% |
| YTD | -21.9% | +1.7% | -23.7% | -24.7% |
| 1Y | +25.7% | +1.5% | +24.2% | +21.3% |
| 3Y | +735.5% | +55.3% | +680.3% | +503.5% |
| 5Y | -0.1% | +37.7% | -37.8% | -22.6% |
| All | +23.9% | +53.8% | -29.9% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PPL.
Daily Out/Under-Performance
Portfolio return minus PPL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PPL 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 PPL 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