+17.9%
ONDS vs UUUU
+514.0%
-496.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -6.3% | +5.8% | +2.0% |
| 7D | -5.0% | -5.0% | 0.0% | -3.1% |
| 30D | -25.6% | -7.8% | -17.8% | -23.2% |
| 3M | -22.1% | -0.4% | -21.7% | -21.7% |
| 6M | -27.6% | -32.9% | +5.3% | -15.6% |
| YTD | -25.7% | -6.3% | -19.5% | -23.8% |
| 1Y | +30.4% | +7.9% | +22.5% | +26.2% |
| 3Y | +695.0% | +85.2% | +609.8% | +473.7% |
| 5Y | -2.2% | +97.0% | -99.1% | -36.5% |
| All | +17.9% | +514.0% | -496.1% | -53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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