-5.1%
ONDS vs QLD
+121.5%
-126.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.5% | -0.4% |
| 7D | -3.5% | +0.6% | -4.1% | -3.9% |
| 30D | -14.1% | -0.1% | -14.0% | -13.9% |
| 3M | -36.3% | -8.4% | -28.0% | -31.0% |
| 6M | -27.5% | +32.2% | -59.7% | -41.5% |
| YTD | -21.9% | +28.9% | -50.8% | -35.6% |
| 1Y | +43.0% | +43.8% | -0.9% | +10.0% |
| 3Y | +697.1% | +176.6% | +520.5% | +288.7% |
| All | -5.1% | +121.5% | -126.6% | -46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QLD.
Daily Out/Under-Performance
Portfolio return minus QLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QLD 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 QLD 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