-1.6%
ONDS vs RGEN
-44.1%
+42.5%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.1% | -2.3% | -3.4% |
| 7D | -4.2% | -4.6% | +0.4% | -2.1% |
| 30D | -21.7% | +1.2% | -22.8% | -22.1% |
| 3M | -24.5% | +26.8% | -51.3% | -33.5% |
| 6M | -25.0% | +29.1% | -54.1% | -35.3% |
| YTD | -25.3% | +0.7% | -26.0% | -27.1% |
| 1Y | +33.8% | +39.1% | -5.3% | +11.1% |
| 3Y | +699.3% | +2.2% | +697.1% | +618.6% |
| All | -1.6% | -44.1% | +42.5% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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