-9.4%
ONDS vs USB
+72.1%
-81.5%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.3% | -6.4% | -6.4% |
| 7D | -3.8% | +1.4% | -5.2% | -4.7% |
| 30D | -17.2% | +6.4% | -23.7% | -21.5% |
| 3M | -40.2% | -4.5% | -35.7% | -37.9% |
| 6M | -38.5% | +11.4% | -49.9% | -44.2% |
| YTD | -42.9% | +17.1% | -60.0% | -50.2% |
| 1Y | -5.3% | +32.6% | -37.9% | -25.7% |
| 3Y | +820.7% | +101.8% | +718.8% | +445.4% |
| 5Y | -41.6% | +25.1% | -66.7% | -57.1% |
| All | -9.4% | +72.1% | -81.5% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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