+23.9%
ONDS vs USFR
+20.5%
+3.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | +0.2% |
| 7D | +8.2% | +0.1% | +8.2% | +8.5% |
| 30D | -16.4% | +0.3% | -16.7% | -15.1% |
| 3M | -26.0% | +1.0% | -27.0% | -22.8% |
| 6M | -22.5% | +1.9% | -24.4% | -16.9% |
| YTD | -21.9% | +2.7% | -24.6% | -14.9% |
| 1Y | +25.7% | +4.0% | +21.7% | +40.7% |
| 3Y | +735.5% | +14.0% | +721.5% | +1,016.3% |
| 5Y | -0.1% | +20.4% | -20.5% | +32.5% |
| All | +23.9% | +20.5% | +3.4% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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