-0.1%
ONDS vs SIMO
+297.1%
-297.3%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.2% | -6.2% | -2.0% |
| 7D | +8.2% | +14.6% | -6.4% | +3.4% |
| 30D | -16.4% | +6.2% | -22.6% | -18.8% |
| 3M | -26.0% | +3.6% | -29.6% | -28.7% |
| 6M | -22.5% | +130.8% | -153.3% | -47.6% |
| YTD | -21.9% | +195.8% | -217.7% | -55.2% |
| 1Y | +25.7% | +225.0% | -199.3% | -30.7% |
| 3Y | +735.5% | +452.3% | +283.2% | +276.7% |
| 5Y | -0.1% | +303.6% | -303.7% | -48.5% |
| All | -0.1% | +297.1% | -297.3% | -48.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 SIMO 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