+23.9%
ONDS vs URI
+338.4%
-314.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -1.2% |
| 7D | -3.5% | -2.0% | -1.6% | -2.2% |
| 30D | -14.1% | -12.9% | -1.1% | -6.0% |
| 3M | -36.3% | -6.7% | -29.6% | -33.7% |
| 6M | -27.5% | +19.0% | -46.5% | -37.9% |
| YTD | -21.9% | +25.5% | -47.5% | -36.5% |
| 1Y | +43.0% | +5.5% | +37.4% | +33.2% |
| 3Y | +697.1% | +111.3% | +585.8% | +353.6% |
| 5Y | -1.2% | +198.6% | -199.7% | -56.7% |
| All | +23.9% | +338.4% | -314.5% | -43.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling