-2.2%
ONDS vs PSX
+357.6%
-359.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.2% |
| 7D | -5.0% | +1.5% | -6.5% | -5.5% |
| 30D | -25.6% | +15.8% | -41.4% | -29.9% |
| 3M | -22.1% | +43.0% | -65.1% | -33.0% |
| 6M | -27.6% | +61.1% | -88.7% | -41.4% |
| YTD | -25.7% | +104.5% | -130.2% | -45.9% |
| 1Y | +30.4% | +102.5% | -72.1% | -4.6% |
| 3Y | +695.0% | +133.5% | +561.5% | +415.5% |
| 5Y | -2.2% | +367.0% | -369.1% | -51.7% |
| All | -2.2% | +357.6% | -359.7% | -51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 PSX 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