+17.6%
ONDS vs USHY
+27.9%
-10.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.4% |
| 7D | -5.1% | -0.7% | -4.4% | -2.5% |
| 30D | -26.0% | -0.7% | -25.3% | -23.9% |
| 3M | -26.4% | +0.1% | -26.5% | -26.2% |
| 6M | -26.4% | +1.8% | -28.2% | -29.8% |
| YTD | -25.9% | +1.8% | -27.7% | -28.9% |
| 1Y | +12.6% | +3.3% | +9.3% | +3.0% |
| 3Y | +706.9% | +27.0% | +680.0% | +292.1% |
| 5Y | -2.4% | +21.0% | -23.4% | -23.3% |
| All | +17.6% | +27.9% | -10.4% | -49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 USHY 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