+18.5%
ONDS vs SO
+76.6%
-58.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.7% | -3.6% | -4.4% |
| 7D | -4.2% | 0.0% | -4.2% | -4.2% |
| 30D | -21.7% | -2.5% | -19.2% | -21.8% |
| 3M | -24.5% | -4.2% | -20.3% | -24.8% |
| 6M | -25.0% | -7.7% | -17.3% | -25.3% |
| YTD | -25.3% | +3.8% | -29.1% | -25.7% |
| 1Y | +33.8% | +0.1% | +33.7% | +33.2% |
| 3Y | +699.3% | +44.2% | +655.1% | +638.3% |
| 5Y | -5.2% | +57.9% | -63.1% | -7.2% |
| All | +18.5% | +76.6% | -58.0% | +16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling