-3.6%
ONDS vs SRE
+45.6%
-49.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.1% |
| 7D | -5.1% | -0.8% | -4.3% | -4.7% |
| 30D | -26.0% | -3.0% | -23.0% | -25.3% |
| 3M | -26.4% | -8.3% | -18.1% | -23.9% |
| 6M | -26.4% | -8.9% | -17.5% | -23.8% |
| YTD | -25.9% | -4.3% | -21.7% | -25.8% |
| 1Y | +12.6% | +2.7% | +9.9% | +9.4% |
| 3Y | +706.9% | +28.7% | +678.3% | +592.9% |
| All | -3.6% | +45.6% | -49.2% | -11.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling