-0.1%
ONDS vs ROIV
+316.9%
-317.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +18.8% | -18.8% | -4.8% |
| 7D | +8.2% | +20.2% | -11.9% | +2.7% |
| 30D | -16.4% | +14.1% | -30.5% | -19.5% |
| 3M | -26.0% | +45.6% | -71.6% | -33.1% |
| 6M | -22.5% | +44.1% | -66.6% | -29.7% |
| YTD | -21.9% | +91.2% | -113.1% | -33.7% |
| 1Y | +25.7% | +221.3% | -195.6% | -5.5% |
| 3Y | +735.5% | +229.2% | +506.3% | +513.4% |
| 5Y | -0.1% | +316.5% | -316.6% | -36.0% |
| All | -0.1% | +316.9% | -317.0% | -36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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