+17.9%
ONDS vs SO
+75.4%
-57.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.6% |
| 7D | -5.0% | -1.1% | -3.8% | -5.1% |
| 30D | -25.6% | -3.7% | -21.8% | -25.8% |
| 3M | -22.1% | -5.9% | -16.2% | -22.5% |
| 6M | -27.6% | -7.3% | -20.2% | -27.9% |
| YTD | -25.7% | +3.1% | -28.8% | -26.2% |
| 1Y | +30.4% | -1.0% | +31.4% | +29.8% |
| 3Y | +695.0% | +43.2% | +651.7% | +633.9% |
| 5Y | -2.2% | +59.1% | -61.3% | -3.8% |
| All | +17.9% | +75.4% | -57.5% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling