+42.2%
ONDS vs SMR
+1.6%
+40.6%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SMR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -5.6% | +5.0% | +0.9% |
| 7D | -5.0% | +4.7% | -9.7% | -6.5% |
| 30D | -25.6% | +3.2% | -28.8% | -26.7% |
| 3M | -22.1% | +9.9% | -32.0% | -24.5% |
| 6M | -27.6% | -15.1% | -12.4% | -25.6% |
| YTD | -25.7% | -27.9% | +2.2% | -19.9% |
| 1Y | +30.4% | -70.2% | +100.6% | +67.4% |
| 3Y | +695.0% | +72.5% | +622.5% | +401.9% |
| All | +42.2% | +1.6% | +40.6% | -1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SMR.
Daily Out/Under-Performance
Portfolio return minus SMR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMR 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 SMR 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