-48.5%
ONDS vs QLD
+89.4%
-137.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.5% | -6.6% |
| 7D | +17.7% | +12.5% | +5.2% | +6.9% |
| 30D | -20.7% | -15.7% | -5.0% | -7.3% |
| 3M | -45.5% | -11.9% | -33.6% | -38.8% |
| 6M | -41.2% | -10.3% | -30.9% | -33.9% |
| YTD | -45.5% | +15.6% | -61.1% | -50.5% |
| 1Y | -3.4% | +12.1% | -15.6% | -9.6% |
| 3Y | +779.3% | +150.7% | +628.7% | +351.6% |
| 5Y | -48.5% | +86.6% | -135.1% | -65.1% |
| All | -48.5% | +89.4% | -137.9% | -65.1% |
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