-6.8%
ONDS vs USB
+72.0%
-78.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.1% | +3.0% | +2.9% |
| 7D | +8.7% | -0.5% | +9.3% | +9.6% |
| 30D | -14.1% | +5.7% | -19.8% | -18.1% |
| 3M | -41.2% | -4.7% | -36.5% | -38.8% |
| 6M | -39.2% | +13.4% | -52.6% | -45.6% |
| YTD | -41.3% | +17.0% | -58.3% | -48.8% |
| 1Y | -1.2% | +32.4% | -33.6% | -22.4% |
| 3Y | +847.1% | +101.7% | +745.4% | +461.4% |
| 5Y | -44.8% | +24.4% | -69.2% | -59.3% |
| All | -6.8% | +72.0% | -78.8% | -41.3% |
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