+43.0%
ONDS vs SRE
+4.7%
+38.3%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -3.5% | -0.3% | -3.2% | -3.3% |
| 30D | -14.1% | -0.7% | -13.4% | -14.2% |
| 3M | -36.3% | -6.3% | -30.0% | -35.3% |
| 6M | -27.5% | -10.7% | -16.8% | -24.1% |
| YTD | -21.9% | -3.5% | -18.5% | -26.1% |
| 1Y | +43.0% | +5.3% | +37.7% | +46.6% |
| All | +43.0% | +4.7% | +38.3% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 1y: compounded portfolio wealth divided by compounded SRE 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…
1y analysis · Full analysis span regression · 6 months rolling