+17.9%
ONDS vs U
-71.8%
+89.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | -0.1% |
| 7D | -5.0% | 0.0% | -5.0% | -5.0% |
| 30D | -25.6% | -4.1% | -21.5% | -24.3% |
| 3M | -22.1% | +57.8% | -79.9% | -37.1% |
| 6M | -27.6% | +103.5% | -131.1% | -47.4% |
| YTD | -25.7% | -4.8% | -21.0% | -28.4% |
| 1Y | +30.4% | -2.4% | +32.8% | +23.3% |
| 3Y | +695.0% | +11.7% | +683.3% | +561.6% |
| 5Y | -2.2% | -68.9% | +66.7% | +15.7% |
| All | +17.9% | -71.8% | +89.7% | +31.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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