+30.4%
ONDS vs XLB
+14.3%
+16.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | +1.5% |
| 7D | -5.0% | -3.5% | -1.4% | +0.9% |
| 30D | -25.6% | -4.7% | -20.9% | -19.3% |
| 3M | -22.1% | +2.7% | -24.8% | -26.7% |
| 6M | -27.6% | +2.6% | -30.2% | -31.8% |
| YTD | -25.7% | +12.8% | -38.6% | -48.7% |
| 1Y | +30.4% | +14.0% | +16.4% | -7.2% |
| All | +30.4% | +14.3% | +16.1% | -7.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 1y: compounded portfolio wealth divided by compounded XLB 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…
1y analysis · Full analysis span regression · 6 months rolling