-3.6%
ONDS vs SHEL
+191.1%
-194.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.7% |
| 7D | -5.1% | +4.1% | -9.2% | -6.9% |
| 30D | -26.0% | +8.4% | -34.4% | -29.0% |
| 3M | -26.4% | +13.7% | -40.2% | -31.5% |
| 6M | -26.4% | +12.7% | -39.2% | -31.5% |
| YTD | -25.9% | +35.3% | -61.2% | -37.8% |
| 1Y | +12.6% | +39.4% | -26.7% | -6.6% |
| 3Y | +706.9% | +71.5% | +635.5% | +495.6% |
| All | -3.6% | +191.1% | -194.7% | -38.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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