-16.1%
ONDS vs URI
+389.0%
-405.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.1% |
| 7D | -3.3% | +6.7% | -10.0% | -7.1% |
| 30D | -16.0% | +8.9% | -24.8% | -19.6% |
| 3M | -42.1% | +0.5% | -42.6% | -41.9% |
| 6M | -41.8% | +20.7% | -62.4% | -48.4% |
| YTD | -47.1% | +40.0% | -87.2% | -59.6% |
| 1Y | -21.3% | +34.4% | -55.7% | -37.6% |
| 3Y | +695.1% | +149.5% | +545.6% | +305.6% |
| 5Y | -50.0% | +205.6% | -255.6% | -78.7% |
| All | -16.1% | +389.0% | -405.1% | -64.1% |
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