+17.9%
ONDS vs SRE
+53.2%
-35.3%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.6% | 0.0% |
| 7D | -5.0% | -0.7% | -4.3% | -4.7% |
| 30D | -25.6% | -1.7% | -23.8% | -25.3% |
| 3M | -22.1% | -7.1% | -15.1% | -20.0% |
| 6M | -27.6% | -8.4% | -19.2% | -25.3% |
| YTD | -25.7% | -3.5% | -22.2% | -25.9% |
| 1Y | +30.4% | +5.4% | +25.0% | +25.6% |
| 3Y | +695.0% | +29.5% | +665.4% | +590.5% |
| 5Y | -2.2% | +48.3% | -50.5% | -11.6% |
| All | +17.9% | +53.2% | -35.3% | +1.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling