-2.9%
ONDS vs URI
+389.7%
-392.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +6.9% | +5.0% | +7.3% |
| 7D | +3.8% | -4.0% | +7.8% | +7.7% |
| 30D | -11.3% | +6.8% | -18.1% | -14.1% |
| 3M | -34.5% | -2.8% | -31.7% | -32.8% |
| 6M | -34.1% | +20.9% | -55.0% | -41.7% |
| YTD | -38.8% | +40.2% | -79.1% | -53.4% |
| 1Y | +2.8% | +34.1% | -31.3% | -18.6% |
| 3Y | +1,111.0% | +164.1% | +946.8% | +495.5% |
| 5Y | -33.7% | +199.3% | -233.0% | -71.6% |
| All | -2.9% | +389.7% | -392.7% | -58.5% |
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