+17.9%
ONDS vs SHAK
-28.2%
+46.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.1% | +1.5% | +0.4% |
| 7D | -5.0% | -11.0% | +6.0% | -0.1% |
| 30D | -25.6% | -14.0% | -11.5% | -20.7% |
| 3M | -22.1% | +13.3% | -35.4% | -27.6% |
| 6M | -27.6% | -35.3% | +7.8% | -16.8% |
| YTD | -25.7% | -24.0% | -1.7% | -21.5% |
| 1Y | +30.4% | -36.7% | +67.1% | +51.2% |
| 3Y | +695.0% | -5.4% | +700.3% | +603.2% |
| 5Y | -2.2% | -24.9% | +22.7% | -9.8% |
| All | +17.9% | -28.2% | +46.1% | -2.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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