+23.9%
ONDS vs PSX
+381.9%
-358.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.6% |
| 7D | +8.2% | +2.8% | +5.4% | +7.1% |
| 30D | -16.4% | +27.8% | -44.1% | -24.2% |
| 3M | -26.0% | +42.0% | -68.1% | -36.1% |
| 6M | -22.5% | +58.1% | -80.6% | -36.7% |
| YTD | -21.9% | +105.0% | -127.0% | -43.0% |
| 1Y | +25.7% | +104.9% | -79.2% | -8.2% |
| 3Y | +735.5% | +134.1% | +601.5% | +448.6% |
| 5Y | -0.1% | +363.8% | -364.0% | -51.3% |
| All | +23.9% | +381.9% | -358.0% | -45.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling