-3.3%
ONDS vs TRI
-11.5%
+8.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.3% |
| 7D | -5.0% | -14.4% | +9.4% | -2.1% |
| 30D | -25.6% | -8.1% | -17.5% | -24.6% |
| 3M | -22.1% | +17.5% | -39.7% | -27.7% |
| 6M | -27.6% | -5.0% | -22.6% | -27.7% |
| YTD | -25.7% | -24.7% | -1.0% | -16.3% |
| 1Y | +30.4% | -41.5% | +71.9% | +74.0% |
| 3Y | +695.0% | -20.3% | +715.3% | +652.0% |
| All | -3.3% | -11.5% | +8.2% | -28.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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