+27.0%
ONDS vs ROIV
+232.7%
-205.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.5% | -1.6% | -0.5% |
| 7D | -3.5% | +0.6% | -4.2% | -3.7% |
| 30D | -14.1% | +1.0% | -15.0% | -14.2% |
| 3M | -36.3% | +18.3% | -54.6% | -38.9% |
| 6M | -27.5% | +18.3% | -45.8% | -30.5% |
| YTD | -21.9% | +61.0% | -82.9% | -30.4% |
| 1Y | +43.0% | +177.9% | -134.9% | +12.1% |
| 3Y | +697.1% | +199.1% | +498.0% | +504.7% |
| 5Y | -1.2% | +250.7% | -251.9% | -29.1% |
| All | +27.0% | +232.7% | -205.7% | -7.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling