-26.5%
ONDS vs USB
+69.3%
-95.8%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -2.1% | -12.1% | -12.5% |
| 7D | -34.3% | -1.5% | -32.8% | -33.5% |
| 30D | -39.0% | +4.3% | -43.3% | -41.3% |
| 3M | -49.0% | -6.1% | -43.0% | -46.4% |
| 6M | -51.6% | +9.4% | -61.0% | -55.4% |
| YTD | -53.7% | +15.2% | -68.9% | -59.1% |
| 1Y | -24.7% | +32.8% | -57.4% | -41.1% |
| 3Y | +729.4% | +91.3% | +638.1% | +411.7% |
| 5Y | -52.4% | +22.7% | -75.0% | -64.5% |
| All | -26.5% | +69.3% | -95.8% | -53.2% |
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