+17.9%
ONDS vs ULTA
+91.1%
-73.2%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ULTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.6% | +0.2% |
| 7D | -5.0% | -3.9% | -1.1% | -2.4% |
| 30D | -25.6% | -1.1% | -24.5% | -25.2% |
| 3M | -22.1% | +13.8% | -35.9% | -29.9% |
| 6M | -27.6% | -17.2% | -10.3% | -19.3% |
| YTD | -25.7% | -11.5% | -14.2% | -20.8% |
| 1Y | +30.4% | +3.9% | +26.5% | +22.8% |
| 3Y | +695.0% | +29.5% | +665.5% | +511.6% |
| 5Y | -2.2% | +42.9% | -45.1% | -34.5% |
| All | +17.9% | +91.1% | -73.2% | -40.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ULTA.
Daily Out/Under-Performance
Portfolio return minus ULTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ULTA 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 ULTA 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