+17.9%
ONDS vs PTC
+18.7%
-0.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.4% | -0.5% |
| 7D | -5.0% | -14.2% | +9.3% | +3.4% |
| 30D | -25.6% | -14.4% | -11.1% | -19.2% |
| 3M | -22.1% | -4.7% | -17.4% | -22.9% |
| 6M | -27.6% | -19.3% | -8.3% | -20.7% |
| YTD | -25.7% | -26.1% | +0.4% | -14.7% |
| 1Y | +30.4% | -37.1% | +67.5% | +70.6% |
| 3Y | +695.0% | -10.4% | +705.3% | +682.9% |
| 5Y | -2.2% | +2.5% | -4.6% | -15.1% |
| All | +17.9% | +18.7% | -0.8% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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