-2.2%
ONDS vs XHB
+30.4%
-32.6%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +1.8% |
| 7D | -5.0% | -5.2% | +0.3% | +0.1% |
| 30D | -25.6% | -12.1% | -13.4% | -15.5% |
| 3M | -22.1% | -6.2% | -15.9% | -17.9% |
| 6M | -27.6% | -6.7% | -20.9% | -23.2% |
| YTD | -25.7% | -5.5% | -20.3% | -23.8% |
| 1Y | +30.4% | -15.6% | +46.0% | +49.4% |
| 3Y | +695.0% | +22.0% | +673.0% | +491.2% |
| 5Y | -2.2% | +31.8% | -34.0% | -22.9% |
| All | -2.2% | +30.4% | -32.6% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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