+18.5%
ONDS vs XHB
+82.6%
-64.0%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -2.9% |
| 7D | -4.2% | -1.9% | -2.3% | -2.5% |
| 30D | -21.7% | -8.3% | -13.4% | -15.2% |
| 3M | -24.5% | -7.1% | -17.3% | -19.7% |
| 6M | -25.0% | -5.3% | -19.7% | -21.8% |
| YTD | -25.3% | -3.2% | -22.1% | -24.9% |
| 1Y | +33.8% | -13.9% | +47.6% | +49.4% |
| 3Y | +699.3% | +24.9% | +674.4% | +511.0% |
| 5Y | -5.2% | +34.5% | -39.7% | -32.6% |
| All | +18.5% | +82.6% | -64.0% | -29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling