+23.9%
ONDS vs UL
+20.4%
+3.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | -0.1% | -0.1% |
| 7D | -3.5% | -1.3% | -2.2% | -3.6% |
| 30D | -14.1% | +0.5% | -14.6% | -14.0% |
| 3M | -36.3% | +17.6% | -53.9% | -36.4% |
| 6M | -27.5% | -5.4% | -22.1% | -26.4% |
| YTD | -21.9% | +0.7% | -22.6% | -21.6% |
| 1Y | +43.0% | -9.3% | +52.2% | +46.0% |
| 3Y | +697.1% | +24.5% | +672.5% | +642.9% |
| 5Y | -1.2% | +23.2% | -24.4% | -9.9% |
| All | +23.9% | +20.4% | +3.5% | +12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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