-2.9%
ONDS vs USB
+72.7%
-75.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +2.5% | +9.4% | +9.8% |
| 7D | +3.8% | +0.8% | +3.1% | +3.3% |
| 30D | -11.3% | +6.8% | -18.1% | -16.1% |
| 3M | -34.5% | -3.8% | -30.7% | -32.4% |
| 6M | -34.1% | +11.7% | -45.8% | -40.4% |
| YTD | -38.8% | +17.5% | -56.3% | -46.8% |
| 1Y | +2.8% | +33.8% | -31.0% | -20.0% |
| 3Y | +1,111.0% | +104.2% | +1,006.7% | +611.7% |
| 5Y | -33.7% | +26.4% | -60.1% | -51.4% |
| All | -2.9% | +72.7% | -75.6% | -39.1% |
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