-2.2%
ONDS vs SPXU
-85.5%
+83.4%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.4% | +0.8% |
| 7D | -5.0% | +6.4% | -11.3% | -0.6% |
| 30D | -25.6% | +5.9% | -31.5% | -22.0% |
| 3M | -22.1% | -11.7% | -10.5% | -26.3% |
| 6M | -27.6% | -28.7% | +1.1% | -38.0% |
| YTD | -25.7% | -26.4% | +0.6% | -34.0% |
| 1Y | +30.4% | -35.2% | +65.6% | +10.4% |
| 3Y | +695.0% | -79.8% | +774.8% | +329.7% |
| 5Y | -2.2% | -86.1% | +83.9% | -31.5% |
| All | -2.2% | -85.5% | +83.4% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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