+17.9%
ONDS vs URI
+329.3%
-311.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.9% | +3.3% | +2.0% |
| 7D | -5.0% | -0.5% | -4.5% | -4.8% |
| 30D | -25.6% | -13.4% | -12.2% | -18.4% |
| 3M | -22.1% | -6.2% | -15.9% | -19.3% |
| 6M | -27.6% | +28.0% | -55.5% | -41.1% |
| YTD | -25.7% | +23.0% | -48.7% | -38.8% |
| 1Y | +30.4% | +5.5% | +24.9% | +21.0% |
| 3Y | +695.0% | +119.2% | +575.8% | +341.3% |
| 5Y | -2.2% | +201.0% | -203.2% | -57.0% |
| All | +17.9% | +329.3% | -311.5% | -45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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