-13.3%
ONDS vs QLD
+177.4%
-190.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | +2.5% | +15.5% | +15.9% |
| 7D | -15.6% | -10.3% | -5.3% | -7.0% |
| 30D | -25.8% | -26.1% | +0.3% | -3.7% |
| 3M | -39.0% | -17.8% | -21.2% | -27.7% |
| 6M | -42.9% | -15.6% | -27.3% | -32.7% |
| YTD | -45.3% | +5.4% | -50.7% | -46.3% |
| 1Y | +1.6% | +5.2% | -3.6% | +0.4% |
| 3Y | +834.3% | +139.4% | +694.9% | +410.6% |
| 5Y | -43.8% | +66.7% | -110.5% | -60.8% |
| All | -13.3% | +177.4% | -190.6% | -60.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling