+17.9%
ONDS vs STZ
-34.7%
+52.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.9% | -2.4% | -1.0% |
| 7D | -5.0% | -4.1% | -0.9% | -4.2% |
| 30D | -25.6% | -7.6% | -18.0% | -24.4% |
| 3M | -22.1% | -12.3% | -9.8% | -20.2% |
| 6M | -27.6% | -16.3% | -11.3% | -25.3% |
| YTD | -25.7% | -8.4% | -17.4% | -26.2% |
| 1Y | +30.4% | -10.8% | +41.2% | +30.7% |
| 3Y | +695.0% | -49.0% | +743.9% | +860.6% |
| 5Y | -2.2% | -36.5% | +34.3% | +13.0% |
| All | +17.9% | -34.7% | +52.6% | +19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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