+17.9%
ONDS vs RJF
+195.7%
-177.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.3% |
| 7D | -5.0% | -4.2% | -0.8% | -1.8% |
| 30D | -25.6% | -3.6% | -22.0% | -23.4% |
| 3M | -22.1% | +15.6% | -37.8% | -30.8% |
| 6M | -27.6% | +17.6% | -45.2% | -37.1% |
| YTD | -25.7% | +9.2% | -34.9% | -31.4% |
| 1Y | +30.4% | +5.5% | +24.9% | +24.6% |
| 3Y | +695.0% | +70.3% | +624.6% | +449.6% |
| 5Y | -2.2% | +106.0% | -108.2% | -41.4% |
| All | +17.9% | +195.7% | -177.8% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 10y: compounded portfolio wealth divided by compounded RJF 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…
10y analysis · Full analysis span regression · 6 months rolling