+23.9%
ONDS vs U
-72.1%
+96.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.3% |
| 7D | -3.5% | -3.8% | +0.3% | -1.8% |
| 30D | -14.1% | +17.5% | -31.5% | -20.7% |
| 3M | -36.3% | +38.7% | -75.1% | -45.4% |
| 6M | -27.5% | +104.4% | -131.9% | -47.6% |
| YTD | -21.9% | -5.7% | -16.2% | -24.4% |
| 1Y | +43.0% | +3.7% | +39.3% | +31.5% |
| 3Y | +697.1% | +12.3% | +684.7% | +561.0% |
| 5Y | -1.2% | -68.8% | +67.7% | +16.9% |
| All | +23.9% | -72.1% | +96.0% | +38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling