+23.9%
ONDS vs USB
+77.9%
-54.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | +0.1% |
| 7D | -3.5% | +1.4% | -5.0% | -4.5% |
| 30D | -14.1% | -1.3% | -12.8% | -13.0% |
| 3M | -36.3% | +15.2% | -51.6% | -43.8% |
| 6M | -27.5% | +18.8% | -46.3% | -37.5% |
| YTD | -21.9% | +21.0% | -42.9% | -33.6% |
| 1Y | +43.0% | +34.0% | +8.9% | +11.8% |
| 3Y | +697.1% | +95.3% | +601.8% | +383.4% |
| 5Y | -1.2% | +40.4% | -41.5% | -31.0% |
| All | +23.9% | +77.9% | -54.0% | -23.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling