-3.3%
ONDS vs USHY
+20.9%
-24.2%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | -0.1% | +1.3% |
| 7D | -5.0% | -0.7% | -4.2% | -2.3% |
| 30D | -25.6% | -0.5% | -25.0% | -24.0% |
| 3M | -22.1% | +0.5% | -22.6% | -23.1% |
| 6M | -27.6% | +1.5% | -29.1% | -30.0% |
| YTD | -25.7% | +1.7% | -27.5% | -28.6% |
| 1Y | +30.4% | +3.5% | +26.8% | +18.8% |
| 3Y | +695.0% | +27.2% | +667.8% | +298.3% |
| All | -3.3% | +20.9% | -24.2% | -32.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling