-7.2%
ONDS vs ROIV
+292.3%
-299.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +1.3% | -8.0% | -7.0% |
| 7D | -3.8% | +14.3% | -18.1% | -6.9% |
| 30D | -17.2% | +16.2% | -33.5% | -20.3% |
| 3M | -40.2% | +15.1% | -55.3% | -42.5% |
| 6M | -38.5% | +44.2% | -82.7% | -44.3% |
| YTD | -42.9% | +89.8% | -132.7% | -51.5% |
| 1Y | -5.3% | +94.6% | -99.8% | -20.0% |
| 3Y | +820.7% | +367.5% | +453.1% | +541.3% |
| 5Y | -41.6% | +421.4% | -463.0% | -65.6% |
| All | -7.2% | +292.3% | -299.5% | -35.6% |
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