+17.9%
ONDS vs SM
+843.6%
-825.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.1% | -0.7% |
| 7D | -5.0% | +2.1% | -7.1% | -5.6% |
| 30D | -25.6% | +18.1% | -43.7% | -29.2% |
| 3M | -22.1% | +17.0% | -39.1% | -26.9% |
| 6M | -27.6% | +55.4% | -83.0% | -39.4% |
| YTD | -25.7% | +108.6% | -134.3% | -43.9% |
| 1Y | +30.4% | +45.7% | -15.3% | +10.1% |
| 3Y | +695.0% | -0.3% | +695.3% | +626.0% |
| 5Y | -2.2% | +113.0% | -115.2% | -27.8% |
| All | +17.9% | +843.6% | -825.7% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 10y: compounded portfolio wealth divided by compounded SM 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…
10y analysis · Full analysis span regression · 6 months rolling