-13.3%
ONDS vs USB
+68.4%
-81.7%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.0% | -0.5% | +18.5% | +18.4% |
| 7D | -15.6% | 0.0% | -15.6% | -15.7% |
| 30D | -25.8% | +5.8% | -31.6% | -29.5% |
| 3M | -39.0% | -6.0% | -33.0% | -36.0% |
| 6M | -42.9% | +7.8% | -50.6% | -46.8% |
| YTD | -45.3% | +14.6% | -59.9% | -51.5% |
| 1Y | +1.6% | +31.8% | -30.2% | -20.0% |
| 3Y | +834.3% | +91.5% | +742.8% | +476.1% |
| 5Y | -43.8% | +22.0% | -65.8% | -57.9% |
| All | -13.3% | +68.4% | -81.7% | -44.5% |
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