+17.9%
ONDS vs XBI
+17.5%
+0.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +1.2% |
| 7D | -5.0% | -4.6% | -0.4% | -0.1% |
| 30D | -25.6% | -0.8% | -24.8% | -25.0% |
| 3M | -22.1% | +21.8% | -44.0% | -37.4% |
| 6M | -27.6% | +23.2% | -50.8% | -42.6% |
| YTD | -25.7% | +28.7% | -54.5% | -43.6% |
| 1Y | +30.4% | +67.8% | -37.4% | -24.7% |
| 3Y | +695.0% | +100.6% | +594.3% | +288.0% |
| 5Y | -2.2% | +19.8% | -22.0% | -21.9% |
| All | +17.9% | +17.5% | +0.4% | +1.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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