+23.9%
ONDS vs RGEN
-10.5%
+34.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | +0.4% |
| 7D | -3.5% | -4.9% | +1.4% | -1.2% |
| 30D | -14.1% | +5.7% | -19.8% | -16.3% |
| 3M | -36.3% | +32.4% | -68.8% | -45.1% |
| 6M | -27.5% | +33.2% | -60.7% | -38.5% |
| YTD | -21.9% | +2.3% | -24.2% | -24.4% |
| 1Y | +43.0% | +39.0% | +4.0% | +18.7% |
| 3Y | +697.1% | -4.6% | +701.7% | +640.3% |
| 5Y | -1.2% | -42.7% | +41.5% | -1.4% |
| All | +23.9% | -10.5% | +34.4% | +4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling